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Well, hey, James. How's it going?

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Hey, Mr. Coté. It's a pretty excellent morning here in New York City.

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I heard that you had an experience of using a regular cab. How did that go? I mean, Uber is

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a trope, if you will, of representing our company. So almost metaphorically, you got to go experience

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what the old school way of doing stuff. I think it's a good analogy. How did it pan out?

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How's the technology in there? I hit a wall last night. I take great pride that I travel a lot,

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but I never complained about traveling on Twitter because it's sort of like this default that my

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whole Twitter stream is full of extremely well-paid people complaining about small travel inconveniences.

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I can't believe an important person like me is forced to wait for peanuts. You know what I mean?

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Like these kind of tweets. Dear God, this scotch is only 18 years old. I don't know how I'll cope.

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Exactly. So I'm like, I've always tried really hard. I'm like, that is like the death of interesting

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information to share. But after a long delay, I got into JFK at 3am and I am addicted to Uber. I fully

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admitted I Uber everywhere. I really never used my car. I am a San Francisco person. And I tried to

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connect to restarted my phone. I tried to connect. I think their authentication service was just down

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and it was down for about 20 minutes last night in New York. And so I crawled into the back of one of

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these yellow things. And as you described, it's sort of like a hamster cage with a plastic wall.

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Exactly. But there's no tubes. It's just the square cage, the starter set.

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Yeah. Yeah. And it was funny because, you know, my whole quest is like, hey, telling the world about

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reliable next generation cloud software. And when we say software is eating the world, Uber is out to

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get you. And last night, Uber had some issues scaling their software. So no one's perfect.

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But I've actually heard that they're refreshing their tech team there. And it's often the case,

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sometimes you get one hit app and you're not amazing at scaling it forever. You know, remember

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when Uber came out? I mean, sorry, when Twitter came out, they had a killer app, but not a killer

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tech back end yet.

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Yes, those were fun times.

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The whale.

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That's right. That's right.

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Yeah. You know, I spend a lot of time when I'm traipsing about with the various, I don't know,

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one would call them enterprise teams and groups that I talk with. And I have this conflicting

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notion in my head that there's something valuable in the idea of fail fast, but I don't think you

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necessarily get permission to do that for years on end. Like there's a lot of tolerance that you're

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given at first to learn how to do things. And then there's an expectation of just executing

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seamlessly. But yeah, that's a very paradoxical notion. That's almost like it almost has a Zen

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quality of how you react to it ongoing as more of a Rorschach test about what you should be doing.

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If the idea of failure equals learning, if that resonates with you or sounds scary,

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but it's good calisthenics to put your mind through.

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Yeah. I would say in the cloud, you want to fail fast and then heal exceptionally fast.

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That's right. Fail faster and fix faster than that.

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Like if I had, you know, you know, after having restarted my phone and tried to connect for the

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third time gotten through, I think, I think I totally forgive the situation. Right. I'm like,

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oh, they had a momentary blip. Things self healed.

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Exactly. That's yeah. We, we always, I always try to say instead of, uh, uptime, I try to focus on

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resilience. You want to have that, uh, you want to be able to bounce back quickly.

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That's right. So we were getting together today. We, we have a, uh, we have a new release of

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Pivotal Cloud Foundry or as we might slip into, uh, PCF, uh, coming out version 1.6. And, um,

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you know, we have, we have a flurry of details out there, uh, about what's in it. And there's,

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there's a, there's a bevy of features. I was just watching an internal webinar we have

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and, uh, it's chock full, but what I want to talk to you about is, you know, I've been here since,

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uh, January of this year and, and we recorded a podcast back in, in May, I think, or when we had

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1.4 out. That's right. And I feel like in, in so much has evolved since then and, and a huge part

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of, of what's evolved is, is what P well, I feel like what, what people, what our customers are looking

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for, right? Like, like, uh, now, you know, I, I don't go out as much as you do and get trapped in

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a hamster cages as it were. But like when, when, when I go out and talk with people, even over that

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short amount of time, the problems that they're looking to solve have very rapidly moved up the

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stack. And, and what I mean by that is back when I was at a four or five one and, and even doing,

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uh, M and a stuff, uh, at Dell, when I was there before that much of the focus on cloud was basically

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on like, just getting your infrastructure up and running and almost the, uh, almost the cool

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of that and getting all your stuff doing going. And, and you still hear a lot of conversation

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about that, like, uh, you know, container scheduling and orchestration and sorting out what that is.

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And to a limited extent, like people that I talk with nowadays at large organizations still go over

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that, but like very rapidly, once you, they're kind of assured that you have the infrastructure,

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they're actually more interested in just like, I don't know what you might call good old

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fashion application development. That's right. Exactly. I find my, that's, that's it. That's a

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good, that's a good poll. Cause I find myself saying ALM, like you remember ALM or, and, and, and then the

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second level of seeing if they remember app dev stuff is like, do you know what SDLC is? You remember

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that? And anyways, so again, like even, even when I, uh, uh, joined Pivotal back then, that conversation was

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still very, very op centric and infrastructure centric and looking, looking over all the, what I would call

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the major features that we have in, uh, Pivotal Cloud Foundry 1.6. It's interesting that things like,

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uh, spring boot and spring cloud, uh, you know, depending on what product manager and things like

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that, they arguably kind of dominate the interestingness of, of, of what's in there because

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they're enabling doing, doing cloud native application development. So that that's, that's my, uh,

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my monologue to a question. And, and, and, you know, I, I think, I think what you're in an

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interesting position being basically the, the GM of all of this, the general manager of all this to

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go over is like, I wanted you to kind of walk us through the story of how we got in the short amount

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of time from basically the ops layer of stuff all the way up to basically things like boot and cloud

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being what I think is one of the main centerpieces of, of what we're doing with Pivotal Cloud Foundry.

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Yeah, it's, uh, it's, it's, uh, it's been a really fun transition. Um, and the thing I'd say is, is that

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I think we got smarter and customers are getting smarter and the market is slowly getting smarter

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that the automation problem they were trying to solve, it's best to trace it back to its root cause.

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You know, so I think what's, what's happened and I'm working on a personal blog about this,

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you know, help me. I'm, I'm not the writer that you are, Michael, but, uh, I, I challenged myself

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to share my own thoughts sort of independent of, you know, the company I work for and the products

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I work on, but like what's really going on out in the market. And at a, at a really high meta layer,

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when I think about it, at least it's sort of like SAS software came along and tried effectively

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to take away a lot of the very undifferentiated software and have other people operated for you.

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Right. So you can go to work day. Now you can go to Salesforce. Um, you can use all kinds of SAS apps

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concur and you can run a lot of your business. I mean, you, you're at Pivotal now. Like we,

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we don't do a lot of like app hosting internally, right? Like, can you think of an app that we use

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that's run by it? No, no. I mean, I mean, we're, uh, as a testament to that, I'm very familiar with

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the Okta supposed single sign on screen. The Okta, please do Google authenticator again, please, sir.

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Yep. But I, you know, that's, that's, that's just symptomatic of the point is that, um, we do have

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some on-premise stuff. That's our own software of, you know, things that we do on our own, but I'm

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pretty sure most all of our backend is, uh, all SAS, SASified. That's right. So we, you know,

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we were like, when we started Pivotal, we're like, Hey, let's, let's pretend like we're starting

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not pretend let's, let's do a blank slate. We're starting a new company here happened to be a spin

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out of some big existing companies, but we really went greenfield with it. And so what, what you end

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up seeing is you see that a lot of what it used to do is just like sort of, you know, I joke when I

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started at Sun Microsystems back in the dark ages in 2001. Um, that my first day at work,

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I talk about this is SpringOne, my first day at work, I was all excited. I've been into Java

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development and really cared about that. And I thought all this is going to change the world.

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And I got, got a job at the big dog sun. I was so happy. And, uh, I was doing this rotation where

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they show you different things that happens at sun. It was cool. I was like, okay, first day,

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what are we going to go do this week? They're like, well, we're going to do with this customer,

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the server sizing assessment. I said, what? I said, well, we're going to spend the next six

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weeks assessing how big of a server they should buy for this app they're writing.

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And there's this very like crawling, plotting 18 month pace to everything that was happening back

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then. Um, because a lot of it exists in a world where they'd spend 12 months or 18 months standing

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up people soft or standing up Oracle, you know, e-business or any of these big, you know, suites

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that are now often bought as SAS. And so a lot of it was really about like, how do you automate or how do

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you control all of these, you know, off the shelf pieces of software that come your way? Right.

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Right.

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And I think when I think back to root causes, like, that's what kind of got, that's the transition

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run right now is that the blog I want to write is called life after SAS, which is like it's job

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now is more and more and more going to be to run the differentiating software that that company wrote.

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Like if it continues to exist, it's facilitating security for SAS and access, and then helping

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run the software that the company wrote. And then the question is, is that now that you have

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an opportunity to, to focus on that and really focus on it, and we've learned everything we've

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learned since the early 2000s, are there patterns of software development that enable, you know,

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hyper-efficient, you know, continuous delivery and scale? And I think the answer is yes. Right.

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And I think that's why we've really started to focus on, okay, now your job is to run custom

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software. How do you do that? And how do you think about that holistically?

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Exactly. I mean, I mean, I, I think that's the, uh, that that's, yeah, I, I, I reduce this down

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to an equation that, that, you know, it's not a real equation, but, but I, I, I write it up as

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IT minus SAS equals what? And you just basically define the what, right? That once, once you remove

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SAS from the big world of IT, what's left to do and what's left to do is our, you know, arguably

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you got to set up the network and maybe there's some desktop management, but that ruins my story.

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So I ignore that part, but, but essentially it brings up, well, there's writing your own

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software. And, and I think, I think that is, uh, you know, we, we at Pivotal have always been on

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about, uh, you should be really good at writing software, right? Cause that's what we sell. And

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that's what people want to use us for is the ability to do your custom software. But with the

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framing that, that you are walking us into, it becomes clear that that is what IT is basically

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important for now, other than just like outsourcing your stuff to SAS. And I think, uh, yeah, I mean

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that, that kind of framing tends to, uh, resonate pretty well with people. And then the thing that

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I find, I mean, tell, tell me if you, uh, you find this as well, but once you walk someone through to

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that, you almost have to have them unlearn their IT behavior and practices of the past. And the way

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that I tend to frame this is like for a long time, IT's job was about optimizing how all that on-premise

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IT was run. Right. And, uh, we, we being part of, you know, the EMC Federation directly benefited from

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that with VMware, right? Like VMware conquered that and, and essentially optimized how a huge part of how

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IT was run. And now that IT there's ways of doing, of optimizing how IT is run. And then you also have

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SAS, the next sort of 10 years or whatever is figuring is returning back to writing your own

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software. And, uh, I think, uh, you know, not all companies are like this, but a lot of large

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organizations that I ended up talking with have kind of forgotten that craft and, uh, they need,

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they need to return back to how to start doing software. And then as you know, a lot of what we,

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we provide is they need the, the frameworks and, uh, the actual tools that help them do it.

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Yeah. And I, and I think that there were pockets of people in those companies that knew how to do it,

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but what happens is that when you treated every app deployment and every off the shelf app management,

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like its own project, right? So it all got its own build out. And this is where the world of trouble

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tickets and everything came from, right? Pre-cloud essentially. Everything was a one-off and

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therefore every custom developed app was treated as a one-off and got its own environment. However,

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it wanted, I mean, I spent Monday with a really talented team of, um, you know, banking, uh, CIOs

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from one of the top 10 banks. And, uh, you know, their challenge was that every, they're trying to

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build a cloud really to run all these things at massive scale. And they have a ton of custom

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software, like massive amounts of it. But in the past, because of the mix between running off the shelf

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and running custom, there was sort of not attention to unifying custom, um, and the way a company like

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Facebook or Google or Netflix would pay hyper attention to the infrastructure for every custom app.

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Um, what happened was that every business came at that, came at them with a different new way of doing

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everything. And so, you know, not to plug our stuff too much, but when they found out about spring boot,

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which is a way of, you know, writing, you know, next generation Java applications without a lot of

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variation in terms of how the application and, you know, server environment are set up, um, very

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homogenous approach to it, you know, they were thrilled. And that's where a lot of our businesses

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come now just from getting to the app dev teams. I mean, there were some beautiful tweets from Comcast

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and they were public about it, about, we started teaching them spring boot and spring cloud.

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They're like, wow, this is really exciting. This is a better way to write custom software.

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And then the, the hidden surprise and the hidden treat and what makes Pivotal such a special company

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now is that then there's a platform that can operate that at super efficiency, high availability.

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So it really is, I do think a new way of looking at things, um, you know, holistically from the app

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team, the whole way down to the, to the OS. And I think, I think, you know, there's, there's another

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way I've been metaphorizing in my head is that the, there's, there's been a lot of effort and

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software and innovation and work as it were put into automating and perfecting how you operate

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infrastructure, right? Like I, I, I, I, I'm, I'm on this podcast, uh, some cloud podcast later today,

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and I know they're going to ask me what the cloud is. And I've been thinking about what answer I'm

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going to give them. Like I should probably have a pat answer I give to everyone at this point,

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but I don't know what I'd say. That's a good question at this point.

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Exactly. It's, it's, it's a question of like, Oh my, I've, I've been studying this for six years and

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every day I get more confused, like in, in a good way, but it's sort of like, anyways, it's, it's a

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sort of a, an expert problem, I guess. It's like asking what poetry is or something. Um, but I, I

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think, I think a large part of it is, um, is, is at the infrastructure layer. Again, you basically

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standardize and automate as much as possible so that you're not manually setting up and managing

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your infrastructure. Like you always need to manually do some things, but the, the big thing

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that, that cloud at the infrastructure layers tends to do is just automate lots of stuff and

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remove variability. And then the benefit you get from there is it's easier to manage. And

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if it's easier to manage, you can do things with it faster. So when, when, when I've been,

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when I've been looking at the rise and importance of spring boot and spring cloud, I I've been

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thinking and, and, and you launched me on this tangent, uh, with your explanation of people

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reacting to it is we're almost bringing that notion to the application development middleware

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layer, where instead of developers coming up with every time they do a new project or a

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product, a new way of operationalizing their middleware services, the fully integrated stack

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that we have and how spring boot and spring cloud fit into it essentially standardizes that.

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And then you don't have to worry about how you hook together all these microservices and manage

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them and how you, how you use something like spring boot to package up the services that you have.

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And, and, and I think in this it minus SAS equals what sort of world, it's almost like that starts

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to be the job that operation needs to do is how do I run this middleware, which I don't think is

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really a conversation that's happened in it land in a long time. Like, how do I run that software? It's

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always been customized and one off. And, uh, I don't know. I mean, I, I feel like a lot of what we're

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doing in one six is, is getting towards that. Like here's a standard set of middle. Well, it's not even

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a standard set of middleware. Here's a standard way to run middleware that allows you to not worry

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about how you operationalize it and run it.

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And in fact, I think the great thing, and I think where people had tried to come at this before was

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they, they picked seven templates of middleware. So like, here's seven formatted VMs. We call this

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IaaS plus that you're allowed to choose from, but then they just handed those VMs with that middleware

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on it to the teams. And that's not really middleware as a service, right? You're like, well, how would I

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bind service discovery to one of these nodes so that it can find the other ones? Well, that's left to the

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developer to think about. Yeah. Those are just, uh, to use our metaphor, those are just hamster cages

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you're putting people in. Like it doesn't really let them create outside of the hamster cage.

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I, I think having gone through the pain of looking at that glass, yes, that's not fun to look at that

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glass. It's, it's sort of like, Hey, this is a little limiting. Um, and that's where it kind of got

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a bad reputation of like no one wanted what it gave them. Um, and I think people have been really

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excited because we've become something that developers get excited about getting from it and

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put it in a simple sense, simple sentence. Yeah, no, I think that's, that's, uh, that's definitely

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the case. So, so let's, you know, there's another aspect. Let's, let's go back to the, we were,

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we were joking about, uh, ALM and SDLC. And that's another, uh, another clutch of things we do.

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What we we've been doing now in, in the reference architect, I mean, in the cloud area, I would

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almost call the type of work we've been doing. They're almost a reference architecture. That's

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sort of integrated. We have, we have an opinionated tool chain that you could put in place in the end

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of what you would need for your, your sort of whole ALM process essentially.

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Yeah. So like, let's get explicit in one, in the one six release, uh, in November, we've integrated

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three partners, get lab, artifactory, and cloud bees Jenkins. Um, and we're also bringing Pivotal

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tracker by the way, um, which is not an external, but it's part of the ALM process that Pivotal labs

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is so good at, um, directly to the platform in a turnkey way. And we've done the same thing,

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which is we've, we've brought cloud automation, scaling, unified identity management, et cetera,

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to all of these things such that you just push a button on the platform. And now you've got,

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you know, scalable, high availability version control system integrated into your platform

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with GitLab right there. Um, and so we're taking it even to the more extreme end. And I think

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people, people get that they just want to write code and then hand it to a system.

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Like, I think everyone gets that. And in a sense, Cloud Foundry has always been about that as like,

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here's my code running the cloud for me. I don't care how it was the beautiful little haiku that

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Unsee wrote about it. Um, but you know, there's something that happens before you've got that code

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already packaged and ready to deploy. And those things look like version control, uh, artifact and

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build management and, uh, CI systems. And so that's what we've, we've had to add to the system.

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So now you can kind of come from your very first moment of composition, um, and GitLab

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ends and on the system. I think that's, that's, again, that's really focusing on like, look,

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our job is to deliver custom software. So let's not leave a rock unturned and helping you do that.

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Yeah. And I think, I think it's also a, uh, I mean, it'll be fun to see how we evolve it over the

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next, the next year, essentially. And more importantly, how people use it and adapt it and how it pans out.

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But it is, uh, we, we, we talk a lot about, you should treat your continuous delivery pipeline

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as a factory. Like that's, that's your primary asset essentially that allows you to produce things.

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And it's, it'll be fun to see what having a unified end to end thing looks like. And, and, and, and,

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and essentially like how, how that evolves because up until now, like, I mean, I mean, arguably if you

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were a, let's say Microsoft developer, historically, you sort of had your MSD and CDs and you just had

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everything, like everything from one source, all integrated, it all fits together.

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And that's why, even though they were closed source and expensive, they did well for a while.

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Exactly. And, and, and it'll be fun to see if we can bring that, that beneficial best practice

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into the general world, right? Like, and, and if, if we can have a fully integrated pipe end to end,

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cause man, you could spend a lot of time integrating that together. And, and, uh, and I mean,

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basically waste a lot of time on all the differences between all the installs of it.

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I talked to one customer, they're like, we have five version control systems, five build systems,

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and all of it runs through custom trouble ticket deployments with IT in the middle.

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And we have some code running in production. And this is the blind that terrified me. And we're

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not sure how it got there. Like, we don't know what maze through these systems it took to get there.

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Yeah. Yeah. No, my, my, uh, my, my, my cherished anecdote along that line is I remember I was

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talking with someone at, at, uh, at a, at a large, a large company and I had to slow them down the

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conversation and like, let me just, let me just explain back to you what I think you just said.

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You basically wrote, uh, a chef script to open up a ticket for this part of your build pipeline,

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right? Like, like in order to automate the whole pipeline, there's still a help desk involved

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and you fully automated that. And indeed that's what they had done, but, but you know, it's, it's,

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it's, it's that motley sort of chain. And, and with all of this stuff, once you optimize the full

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end to end process, I think, I think there's interesting new benefits that, uh, only the sort

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of unicorns or whatever have appreciated that that will be bringing to the, the, the rest of the world.

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Yeah. And I think one thing maybe good talk about is Home Depot gave a great presentation

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in Colorado, which I unfortunately didn't get to see. I'm definitely going to post a video of it,

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but, uh, they, they're, they're all in on Cloud Foundry. Uh, it's growing really rapidly at Home

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Depot in the presentation or even like, Hey, we ran out of capacity on our cluster, but that's a winning

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to us. Like when we realized that we needed to add a bunch of capacity, that was so a big moment for us

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because we're like, they've kind of gotten to the point where they realized that every instance that

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they run on, you know, CF is an order of magnitude or two orders of magnitude more efficient than any

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other system they have. Right. So what, whatever's there is goodness, but they were benchmarking

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themselves and they're like, we can now push apps through this system end to end and 15 seconds,

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but why does it take us four and a half hours to do deploys sometimes? Right. And what they found

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was, is there were still people who wanted to kind of do manual checks or manual steps or tickets or

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something, even now that the process is completely transparent and automated. And this leads me to

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kind of our ambitions with, you know, what we want to do in the future releases, which is,

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you know, I don't know if you've seen, have you seen our new APM demo where the app performance

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real-time metrics and such? Yeah. Yeah. I think I, well, I, I think, yeah, I've seen that. You've also

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like demoed some good, uh, some good stuff on some cloud native after darks here and there.

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Yeah. I was playing around with the newest version of it for the first time on cloud native after the

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dark. Yep. You could tell cause I was learning about it. Um, and, uh, the thing I see in the

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future is, is that it, before we used to count on human judgment for better or for worse about these

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deployments. And then oftentimes even then we'd have 30 people or a lot of people ready to do the

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deploy, a major deploy so that if it needed to be rollback or firefighting, we could send humans into

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the blaze, uh, once more onto the breach, um, as, as they said in, uh, Henry V. And, uh, the, the,

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the thing for me is, is that Netflix doesn't do that. Like if you went and talked, there's an awesome

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article on Pivotal, um, you know, the collaboration between Pivotal Netflix. And while they did

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endorse spring boot and spring cloud at a, you know, kind of completely authoritative way, they're like,

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we run Netflix on spring boot and spring cloud for our group. They also said like, by the way,

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our Atlas metric system is the only way we go this fast because you can't go fast with your deploys.

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You don't have a metric system constantly telling you immediately in real time about how things are

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behaving and the ability to shape traffic out a little bit at a time. So I do think that if you

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think about these cultural transitions from kind of human judgment and big team and go slow and use a

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lot of humans to go fast until we really start to perfect this metric system as well, people are

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still going to, even though the system can go fast, you still want that insight into it. So I think

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that's an important, important thing for us to, to continue to bring to market. And I'm excited about

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that, that, you know, alpha code that's there and it's going to be in the product very soon.

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Yeah. And I, and I, I think, I think that connects with another sort of, I don't know,

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message or, or, or philosophic take on all of this to that. I find myself and ourselves collectively

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having to get across to people is, is if you want to be a software producing company or good at

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software, one of the best practices of software companies is that they don't necessarily use

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just random off the shelf ways of monitoring and managing their stuff. Like they really do instrument

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and they, they need to have a very good, their applications have to have a good understanding

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of how you're monitoring it and looking at it. And so you should expect from, from vendors like us

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and the people who are producing the software to actually be providing you ways of monitoring and

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managing it. Right? Like, I mean, we, we have good partnerships with new relic and app dynamics and

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all sorts of other people who can plug in and monitor things, but you're going to need to spend a fair

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amount of time doing customized instrumentation because you're running that software. And it's,

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it's not just like the old days of just, you know, running some ping stuff and monitoring it. It

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becomes part of the core competency operating it. And so that stuff should probably be baked into the

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platform more and more. Well, I just, I, you know, I just want to change what a deploy looks like. And

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a deploy should be a share of traffic, not a hundred percent. So you should be learning about your new code

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in real time. You should have real time metrics about what's happening such that you don't have some sort of,

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you know, uh, Oh, I got to wait five minutes to see what our APM told me it has. Um,

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and, uh, you should be able to then automatically shave on more and more traffic. Now, part of this

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gets into how you design your software too, in terms of backwards compatible APIs, you can roll the

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software out, roll it back if you need to. That's important. Um, but you know, I, I actually, you

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know, I think app dynamics, even though we're going to have the basics of APM and in the product, I think

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over time, there's always room for them to give even more advanced, you know, moon based metrics about

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what's happening. And I think I just want to make this very turnkey over time such that the deployment

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is always enriched by metrics. Cause I think that's just sort of like, you know, you flew here last

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night. You're not counting on a human anymore as much to fly your plane. You know, the, the computer

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is making judgments and I just think software can get to the same place where, Hey, this deploy is

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working or it's not should be a computer telling you, you know, how it's going.

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Yeah. And I, I think before, before we close out, you, you, you brought up the home Depot and I think

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it'd be good to go over, uh, you know, customer and momentum that we've had since last we talked to,

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to close out with, but that you, you're touching on another notion that I found myself talking with

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people a lot about where, um, to, to, to start at the end, to get to the beginning, they, they ask a lot

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of questions where, where annoyingly for them, the answer is, yeah, you don't really worry about that

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anymore. Right. And I, and I, and I think it gets to this notion you were, you know, metaphorizing

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to an airplane is with the right kind of cloud platform in place, you can actually start trusting

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the system a lot more than you used to trust it. Right. So you don't need that team of people there

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ready to put out the fire when you do something. And it, it takes a lot. I mean, we, you, you've been

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around since the beginning, we've been working on this platform for a long time to get to this

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point. Uh, but essentially once you have a trusted platform in place, there's all this

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part of your process and the way you're thinking about it, that turns out to be waste in the here

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and now things you don't have to do anymore. And then you can start to move faster and trust the

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system more. And I think, I think a lot of the hurdles that kind of get thrown in front of us

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before people are comfortable kind of getting into that environment has to do with, uh, establishing

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and trusting that the system is actually going to run and operate correctly, which, which is a nice

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thing to get them to. Yeah. And I think that's where DevOps teams were kind of stranded for a little

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bit before they had a robust structured platform with these kinds of metrics, which is that they

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were seen as going faster, but not necessarily being safer. Exactly. That's right. People would use a

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word like cowboy in there a lot. Yeah. And, and in some ways maybe that was the necessary exploration

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phase, but at mega scale, you got to know that these, these big companies like Netflix, like they've

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got the thing instrumented to the ninth degree. Like, in fact, they even said that their cloud platform

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is really just a metric system in disguise. Like that's mostly what it is. Um, because, you know,

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to our point about cloud, um, and not about poetry, once you, uh, you know, clouds instead of scalable

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primitives, right. And I, that's what I believe. And it's scalable primitives for, for, for running

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software, um, and, uh, deliver often as a service, but the is the scalable primitives. So you have all

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these scalable primitives, which you can muster into existence, be it a VM, be it a container, be it

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load balancing, you know, in seconds. And the question is, well, how do you orchestrate all of

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that over time? And it's gotta be with data, right? Like you, you can't just have humans going,

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oh, that looks about right. Um, so I think that's a very interesting future is just like the degree

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of integrated metrics. Now that we've made the deployment and life cycle operations on the app

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boring, like that's great. But then how do you learn more and more? And then how does that app

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fundamentally drive an experience for someone on the other end is the ultimate reason it exists.

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So the performance and metrics of it is kind of the fun part, I think.

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Indeed. Actually, actually observing and seeing how your stuff is operating in production or in the

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wild is, I mean, that's, that's the, uh, that's the thing I try to emphasize to people is continuous

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delivery is great, but if you ignore that feedback loop, you're just sort of burning money or burning

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opportunity essentially, right? Like that's, you want to observe how things are working and what

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people are doing with it so that you can improve the software, not just get uptime and have it running.

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And that, uh, that'll be the exciting thing to see panning out. And, and that gets to the last

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point, right? So I, I remember, uh, uh, you know, one of the more enjoyable aspects of the job is

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because of the type of, of customers we have, not all of them are, are P are companies that you deal

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with every day, but all of them are like regular real companies. And so I, I, I remember watching kind

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of our, um, our, our, our, our lead up to basically the Home Depot using us and doing that presentation

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you were talking about. And it's exciting. Cause like I go there every other, every weekend.

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And so it's, it's, it's, and, and you see this across all sorts of, uh, the types of customers

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that we have. And, and so, I mean, that's, that's one thing, uh, that I wanted to close out with is

367
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like, so how would, I mean, go over the, uh, the, the, the types of new customers we've been

368
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signing up and like what, what that's looking like at the moment, because I get asked this

369
00:33:34,020 --> 00:33:38,840
question a lot, being a former analyst, like people often ask me to characterize like what

370
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the market share is of Pivotal or like how we're doing out there. And, and so far there hasn't been

371
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a lot of great analysts writing up to like answer that question. So we're, it's kind of behooves us

372
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to define who's buying this and, and, and what that market looks like. And I think, I think you

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would have a, uh, a good take on that. Yeah. I mean, I think, I think that, uh, it's been

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really interesting to see how strong our growth has been in the fortune. I'd call it 200 and even

375
00:34:08,900 --> 00:34:15,440
100, because if, if you think about the people that have an at scale problem, right, they're not like

376
00:34:15,440 --> 00:34:21,120
running an app, right? Like they want to deliver N number of apps. And they'd also are transitioning

377
00:34:21,120 --> 00:34:25,920
from a period where they were doing a lot of bespoke it of the kind we talked about before.

378
00:34:25,920 --> 00:34:31,940
So they have a very traditional it organization. Our platform offers a huge instant arbitrage for

379
00:34:31,940 --> 00:34:35,720
their ability to deliver custom software, especially when combined with something like spring boot.

380
00:34:36,480 --> 00:34:40,720
So like we come in and they're like, wow, so this is how we build and run custom software at scale.

381
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Um, and you know, the other company I mentioned there was Comcast. I mean, that's another daily

382
00:34:47,040 --> 00:34:52,720
brand. And in fact, my fun game that I play with myself when I'm on the road is I look at, uh, names

383
00:34:52,720 --> 00:34:57,360
on buildings and I keep track of market share. Like how do I keep track of market share? Right.

384
00:34:58,120 --> 00:35:04,000
Like I'm, I'm, I'm pretty competitive. And so anytime I drive by, uh, in my, my, my quote is if you

385
00:35:04,000 --> 00:35:07,920
have, if you're big enough to have your name on a building, you're big enough for Cloud Foundry.

386
00:35:08,580 --> 00:35:14,400
Um, and so I kind of keep track of the market share of, you know, names I see on buildings

387
00:35:14,400 --> 00:35:19,360
versus how we're doing. And on my ride into the, you know, um, right into the hotel last

388
00:35:19,360 --> 00:35:25,000
night late from JFK, really remarkable number of the banks and major businesses of New York

389
00:35:25,000 --> 00:35:30,000
city that, um, you know, have their brands out, you know, as I drove by, I was like Pivotal

390
00:35:30,000 --> 00:35:33,500
Cloud Foundry customer, Pivotal Cloud Foundry customer, Pivotal Cloud Foundry customer.

391
00:35:33,660 --> 00:35:39,020
So it's getting better. It's getting pretty, pretty neat. Um, so, you know, there's a lot

392
00:35:39,020 --> 00:35:45,540
of momentum there. And, uh, especially when you think about, you know, the fortune 200, uh,

393
00:35:45,760 --> 00:35:50,920
and those kinds of customers. So, you know, I think specifically what's been happening though,

394
00:35:50,920 --> 00:35:58,260
is if I were to characterize it in some depth is, you know, banking has been facing an efficiency

395
00:35:58,260 --> 00:36:03,640
crisis. So the reason we've become pretty popular in banking is people realize that they

396
00:36:03,660 --> 00:36:07,640
used to be so successful. I don't know if you remember pre 2008, like how much, you know,

397
00:36:07,700 --> 00:36:13,200
banking people made and how lucrative a business was. Right. So they had all the money in the

398
00:36:13,200 --> 00:36:19,180
world to throw at every project. So guess what? Every project got its own it team, right? Like

399
00:36:19,180 --> 00:36:26,080
its own everything. And so they're coming from a, an era of vast heterogeneity, like very privileged

400
00:36:26,080 --> 00:36:30,660
heterogeneity in a sense. And they're looking at this and going like, well, you know, we're not

401
00:36:30,660 --> 00:36:36,400
being valued quite as much as we used to. Um, and we actually need to take some, some money out of

402
00:36:36,400 --> 00:36:40,880
this and we need to be efficient. And to some extent, they also want to digitally differentiate

403
00:36:40,880 --> 00:36:45,040
themselves and customer experiences too. But I think they're kind of, they're kind of like having

404
00:36:45,040 --> 00:36:50,820
that hangover moment when the chicken walks by and, uh, they're like, wow, we could be a little bit

405
00:36:50,820 --> 00:36:57,340
more efficient here. Um, and so I think there's been some unbelievable traction in the top 10 banks in

406
00:36:57,340 --> 00:37:00,460
the world with Pivotal Cloud Foundry. In fact, that's how I'm spending my next two weeks seeing

407
00:37:00,460 --> 00:37:05,380
about six of them. Um, because of the need to drive digital consumer experience as well as get more

408
00:37:05,380 --> 00:37:09,240
efficient. And one of the coolest things that's happening is that we've got this one, two punch

409
00:37:09,240 --> 00:37:16,240
going on in banking where we're teaching their developers spring boot for all the new apps. Um, but

410
00:37:16,240 --> 00:37:21,120
then we also started to actually go through their Java estates and say, well, what could you run in a

411
00:37:21,120 --> 00:37:25,260
more of a spring boot fashion if we did a light migration? And it turns out a lot of the apps

412
00:37:25,260 --> 00:37:30,180
that were written with these heavyweight app servers actually only use the same, you know,

413
00:37:30,240 --> 00:37:35,680
kind of servlet interfaces that modern cloud native apps use, but they had too much extra boilerplate

414
00:37:35,680 --> 00:37:39,220
around them. So we're actually migrating with some of those for customers. And that's really exciting

415
00:37:39,220 --> 00:37:42,000
because that allows them to get kind of critical mass in the platform.

416
00:37:42,500 --> 00:37:42,560
Right.

417
00:37:43,520 --> 00:37:48,500
And then the third thing that we're developing in that case is that a lot of banking needs a lot

418
00:37:48,500 --> 00:37:55,100
of integration work. Um, and so we launched Tibco business works on Cloud Foundry. That's heavily

419
00:37:55,100 --> 00:37:59,940
used by a bunch of the big banks, um, so that their integration, you know, and enterprise service

420
00:37:59,940 --> 00:38:05,420
bus is, is actually able to be run in a cloud native way. And then some of those customers don't even

421
00:38:05,420 --> 00:38:10,280
like that pattern anymore. And now they're starting to use spring cloud data flow to enable kind of

422
00:38:10,280 --> 00:38:17,880
integration and, uh, you know, lightweight, uh, data microservices. So it's sort of like this one,

423
00:38:17,920 --> 00:38:23,480
two, three punch in those environments where we teach their developer spring boot. Um, we help them

424
00:38:23,480 --> 00:38:27,840
migrate apps that might not have needed all the heavyweight boilerplate that they have. And then

425
00:38:27,840 --> 00:38:32,280
we're also even starting to work on some of their integration use cases all on top of, you know,

426
00:38:32,280 --> 00:38:38,820
kind of Pivotal CF and frankly spring boot. So that's, that's kind of been fun. Um, and, uh,

427
00:38:38,920 --> 00:38:42,880
auto manufacturing is another place that highlight where, you know, you saw, we launched the Mercedes

428
00:38:42,880 --> 00:38:48,780
me app on Pivotal Cloud Foundry with spring boot. That was incredible. And I'd say similar to banking,

429
00:38:48,780 --> 00:38:54,140
like, you know, some high percentage of the top 10 auto manufacturers are working with us.

430
00:38:55,060 --> 00:38:59,200
And the reason is they've got this whole connected car initiative hitting them. And they're going

431
00:38:59,200 --> 00:39:02,260
through exactly what you and I talked about, which is like, how do we become good at

432
00:39:02,260 --> 00:39:09,040
running software? Like really good. Yeah. Like there is a fight right now between Mercedes and BMW for

433
00:39:09,040 --> 00:39:13,300
their best connected car app. Like when you talk to those teams, it is like a hockey fight. Like it's

434
00:39:13,300 --> 00:39:16,840
a match and they're like, we're going to write a better app and we're going to have a better

435
00:39:16,840 --> 00:39:20,340
connected experience. So like it's become an existential part of their product development.

436
00:39:21,060 --> 00:39:25,860
So those are just two, you know, and then obviously in, in retail, we've seen a lot of growth with,

437
00:39:25,860 --> 00:39:31,400
uh, you know, um, both Kroger and home Depot have, uh, spoken about their adoption of,

438
00:39:31,400 --> 00:39:36,980
of Cloud Foundry. And, uh, when we're heavy at a SpringOne, when I was there learning about,

439
00:39:36,980 --> 00:39:42,740
you know, cloud native platforms, frameworks as well. So, you know, those industries each have

440
00:39:42,740 --> 00:39:46,660
their own challenges. You know, I think retail always wants efficiency, but now they're trying

441
00:39:46,660 --> 00:39:52,860
to do, you know, new product development and, uh, you know, delivery, you know, digital outreach,

442
00:39:53,020 --> 00:39:58,400
marketing, et cetera. So just those three industries, but those are a lot of the things you drive by when

443
00:39:58,400 --> 00:40:04,260
you go down the street, right? You're like, okay, car dealer, uh, bank, a big retailer. Those are the

444
00:40:04,260 --> 00:40:08,840
experiences we all have every day. Yeah. And, and, and, and for me personally, like what's, what's

445
00:40:08,840 --> 00:40:13,740
exciting about it is like, for the most part, the goals of all those companies is like making their

446
00:40:13,740 --> 00:40:19,380
software better, like the software I'll end up using. And so like it directly, uh, you know,

447
00:40:19,420 --> 00:40:24,800
benefits me essentially that, uh, that, that they can improve the, the, uh, you know, the way I

448
00:40:24,800 --> 00:40:30,520
interact with those companies. It'll, uh, it'll turn out to be quite nice essentially. Well,

449
00:40:30,640 --> 00:40:35,220
yeah. And most importantly, just to close on this, it gives me fiance credibility because when you work,

450
00:40:35,320 --> 00:40:40,980
that's right, when you work on complex, you know, in data center software, they, people have a hard

451
00:40:40,980 --> 00:40:44,760
time figuring out what you do, but she hears the calls I'm on and the names that I'm talking about

452
00:40:44,760 --> 00:40:50,680
a lot now. Yeah. And so we drive by and she's like, oh yeah, Home Depot. I've heard of that.

453
00:40:51,520 --> 00:40:56,000
Exactly. It's, it's, it's, it's going to be a much more thrilling, uh, holiday season explaining

454
00:40:56,000 --> 00:41:04,600
to the relatives what, uh, what it is I do. Exactly. Exactly. Well, that's good stuff. I

455
00:41:04,600 --> 00:41:09,660
think, I think this is a good catching up around the, uh, the, the, the Pivotal Cloud Foundry 1.6

456
00:41:09,660 --> 00:41:14,100
release. Like we hit upon some of the major items there and there's, there's plenty of, uh, we'll put

457
00:41:14,100 --> 00:41:19,240
in the show notes for this podcast. There's plenty of details about all the little and big stuff in

458
00:41:19,240 --> 00:41:24,500
there beyond the kind of, uh, context that James and I were talking about. And, um, so thanks for

459
00:41:24,500 --> 00:41:30,520
making the time there often. I, I always enjoy like the, uh, the, the Mad Men Manhattan background

460
00:41:30,520 --> 00:41:35,980
noise of, of New York, right? Just kind of floating around in the back there. It's fun to, to do this

461
00:41:35,980 --> 00:41:40,820
one just to close out, uh, overlooking, uh, Union Square Park and the people coming and going in New

462
00:41:40,820 --> 00:41:44,880
York. It's a, it's a, as a San Francisco person, it's still exotic enough for me to see. It's kind of

463
00:41:44,880 --> 00:41:51,820
fun. Exactly. Well, and, uh, so thanks for listening, everyone. You can find all the show notes and

464
00:41:51,820 --> 00:41:58,220
everything that we have. If you go to pivotal.io slash podcasts with an S or without an S and with

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00:41:58,220 --> 00:41:59,780
that, we'll see everyone next time.
