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Well, hello, everybody. It's another episode of Pivotal Conversations with myself and Richard

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Siroter. We actually have a guest for the first time. And let me tell you, other than the guest

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being awesome, the reason this came up is I don't think we're going to be able to record next week.

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So I thought this would be a perfect opportunity to have a guest on. So we've got a little bit of

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news stuff to go over. But since it's actually recorded in the past, awesome things may have

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been happening by the time you listen to this that we missed. It's not because we missed them.

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It's just because we recorded this a while ago. That is at least the week before it was

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published. I'll publish a timeline so you can sort this out, you know, put it up on your crazy wall.

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Anyhow, as always, I'm Coté. You want to introduce yourself, Richard, and say hello?

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Yep, Richard. Good to have you here again, Coté. I'm excited to chat with our guest and put her

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through the ringer. And first guest effort on at least the new format of Pivotal Conversations.

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Why don't you introduce yourself? What an honor. I'm Rita Menachi,

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and I'm the head of analyst relations at Pivotal.

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Well, as a segue into our news stuff, like, so one thing I wanted to mention is speaking of

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analysts. So I wrote a column. I have a monthly column at the register on bimodal IT. And like,

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you know, I'm sure it's fabulous because I wrote it. So I was there. But I mean, you know, I get asked

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about this question a lot. And so it was a good opportunity to, we'll put a link to it in the show

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notes, of course. But I wanted to kind of put this sort of middle view that I have about it. And I'm

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curious, you know, this is, I wanted to bring this up because it's highly related to analyst stuff.

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You know, I basically wanted to point out that like, I've, because I have access beyond the paywall,

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and whatnot. Like, I can kind of read both sides of the story, the sort of the Gartner idea of what

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bimodal is, and then also all the free stuff about the people who kind of don't like bimodal. And I

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don't know, I mean, the summary, I try to, you tell me if you think it's fair, but I try to summarize

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both sides of the position and basically have the usual call of like, hey, these people should talk

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with each other and sort it out and have like a unimodal voice about this.

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Yeah, I like that. I mean, it's easy to have caricatures on both sides. Like, hey, here's the bimodal

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advocates who are just completely out of touch and lunatics. And here's the crazy mode two, or just

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whatever, the people who think that everybody should run fast and everyone else is dinosaurs. I thought

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your article hit a good middle ground. I mean, frankly, every Coté article, I'm more excited to read your

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comments, especially on the register, because they are always all over the place. So, but at the same

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time, I mean, almost to your point, that is the people that we interface with. And so it's easy to

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have these opinions, but you have to sometimes road test them, even with your most violent skeptics. So

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I thought it hit a good ground. As you say, you get to read both sides and, you know, bimodal can feel

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too simplistic. There may be other things, but I think you hit a good angle there that we have to figure out

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how we work in this model, creating factions. Is it going to help?

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Yeah. To add to Richard's comments, I think, I think you did a good job of saying perhaps bimodal is

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being misunderstood. That's what I got out of it. And I thought that was actually a nice sane

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way of looking at it.

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And, and, and I bring this up one, just to glorify myself, to further poke fun at myself in an indirect

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kind of ironic way. But like, I think it's a good example of, and there's many areas in, especially

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in working with you over the past seven months, Rita, where you sort of have to mediate and explain

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what analysts are saying to various constituencies. And, and I find that sort of having been a formal

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analyst myself, kind of ironically, analysts are not always the best people at explaining what it is

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they're saying. And, and, and I think, I think in an analyst relations role, uh, and tell me if you

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think this is wrong, but like you end up, uh, a large part of the job ends up being an explainer

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to all of the different audiences that, that you have involved.

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Exactly. Including the analyst sometimes.

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That's right. That's right. Yeah. No, I, I mean, I think, I think that's, uh, and, and that's,

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you know, I, I think, so I think the bimodal thing is a good example of that, right? Like

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the, there is a lot of material on bimodal it behind Gartner's firewall. And I, even I not even

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I, but I have to admit, I haven't read it all, but there's actually a pretty good, I forget if I

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linked to it in, in that piece, but there's a pretty good webcast that's recent, um, that kind

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of, I think goes over it quite nicely that explains it well. And I don't know, aside from like

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totally crazy comments that you get at their register, it'll be, it'll be fun to see if there's

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any conversation. So closing out our news thing, I keep jumping to the analyst thing and then

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pulling back from it. The other large thing that happened this week is, uh, I was surprised

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by this, but, uh, someone, someone bought joint. If I was being snarky, I would say finally,

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but, uh, Samsung of all people bought joint. And as far as I can tell, having, having worked

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on, uh, M and a stuff, like, like it's, I read these press releases pretty carefully. It was

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the CTO of the mobile division at Samsung who commented on it. So I guess it's driven

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by the mobile division. And it seems like the pretty legit deal rationale was, uh, we need

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some processing for all that stuff on the edge for mobile devices, which, you know, get you

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some interesting IOT things and stuff like that. But it's, uh, yeah, I mean, the rationale

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makes sense once you sit down and think about it, but man, I never would have thought of Samsung

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as an acquirer of, uh, anything, let alone of joint.

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Right. Yeah, no, it's definitely an interesting purchase for them, but, you know, joint's been

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known, I think in the industry is having a lot of good and really solid engineering, you know,

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and while they they're expensive because they've raised, I think it was well over a hundred million

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dollars. So it was going to be tough to acquire them, but at the same time, some great engineering

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talent, you know, they really innovate on some interesting things on containers, doing some things

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with storage. So I mean, it's a smart buy for Samsung, especially if they got a good price,

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but you know, it's like I tweeted out right afterwards. I think they're the last of the

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major Gartner recognized public clouds that was independent. There's other ones like Linode

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and DigitalOcean and others, but this was kind of the last stand of the, uh, the pure standalone

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public clouds, which probably tells you something.

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Yeah, definitely. I mean, I imagine versus DigitalOcean, their joints, probably a bit more

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affordable. I mean, DigitalOcean's become so huge that, uh, they, they must be pretty pricey,

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but yeah, that is interesting. Now, you know, you used to work at Sun, right, Rita? You know,

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some of these joint people.

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I do. And I remember Brian actually, and I remember him. They worked on D-Trace, I believe.

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Oh yeah. He's like one of, one of IT's most memorable people. He's, he's great.

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Yes, exactly. And, uh, there's a couple of other things that I remember from, but that's the most,

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um, most vivid. Um, and I actually, one of the funny, funny descriptions of, of joint as a sun

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refugee, refugee camp kind of made me chuckle. So temperatures. Yeah. There's a lot of former

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some folks there. And my thought was, I'm sure joint probably has a lot of really great technology.

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Uh, one of our, one of our colleagues mentioned that they don't really get enterprise. So this was,

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uh, an interesting acquisition indeed. So.

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Yeah. And to the point, to the point of technology they have, I mean, they've got a lot of, I think

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they still have all of these things. I, I don't pay super close attention to them like I used to,

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but they have, they have a lot of like node people there. And they also have, uh, I mean,

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their, their, their cloud platform is, if I remember, is a variant of Solaris. I mean,

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it's long ago forked from it, but it has a lot of Solaris heritage to it. And so that brings in

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all the file system stuff and so forth and so on. So they have pretty solid technology, uh, behind

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their offerings.

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They do potentially tough to maintain when it's, it's forked and it's maintained uniquely, but

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there's no denying there's a lot of horsepower that Samsung just picked up.

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Yeah, exactly. I think, I think, I think that's the point. I think great technology and, uh, but

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don't really know how to market it, which was, I believe an issue at sun as well. So we'll see

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how that all works out.

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Go to market's always tricky.

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So let's welcome our guest.

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So, so I felt so unwelcome until just now.

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That's right. I'll, I'll have to, I'll have to make the guest introduction and transition a lot

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more smoother next time. So we don't bounce all around, but you know, it's good, it's good to,

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uh, it's good to have someone like yourself to help iron it out, but more, more, more, uh,

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more seriously. So like, uh, we kind of briefly went over what AR does analyst relations. Um,

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and like, like, like to build on that, why don't, why don't we start off? Like,

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I think one of the questions, uh, that one of our colleagues, um, or the several of our colleagues

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is all often asking you as we, as we bring in people from the, let's say non-vendor side who

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aren't used to dealing with analysts dealing with, who aren't used to working with analysts is there's

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often, and tell me if, if, if you think the cycle of learning about analysts is different, but I've

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noticed that one of the more common things is it's almost like some variation of the, how many stages

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of grief are there? The final one is like acceptance, but there's one of the first stages

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of figuring out analysts is like, who are these people and who invited them to the party? And,

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and like, like, how would you describe like the role that industry analysts to be specific play

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in, in our industry? Like what, what do they do? Well, ultimately they are supposed to be providing

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unbiased, um, counsel, if you will, to end user organizations. So our potential customers,

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that's ultimately what they want to do. That's the value they bring to the party. Um, our, uh,

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potential customers or existing customers, whatever, go to them and ask them for insight or direction on,

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um, technology purchase decisions, decision-making, um, architectural paradigms,

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sometimes even cultural implications of these things. For example, that's a, that's a hot topic

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right now, given, uh, digital transformation, DevOps, microservices, you know, we've all talked about,

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and I'm sure a lot of the listeners know that implementing these things internally require

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a huge cultural transformation. So they like to get feedback from the analysts on how,

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how to overcome these things. And if there are, you know, technology, you know, technology purchases

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they can make to help smooth those things out and to help them kind of, you know, address some of the

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issues they're having internally with, uh, in this case, let's talk about, you know,

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in their IT organizations. So they're sort of advisors. Yes. And, but, but it has to be

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right. Supposedly unbiased. That's the value they bring. Right. Right. So speaking of that,

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so, I mean, along those lines, I, from your experience, how do analysts keep up? I mean,

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obviously they're typically segmented by a discipline. You know, I'm, I'm in this area of

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cloud or I'm in this area of data or what have you, but you know, how is an analyst supposed

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to stay up on something? So when I'm a company coming to them saying, help me figure out what

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I should do with this, that they're actually getting the latest and greatest advice from,

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from what's going on in the market. Right. I think it's a combination of talking with vendors

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and listening to, listening to what vendors are doing, having insight onto, um, vendors strategies

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with products. Um, and then also technical briefings. It also is based on the conversations

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they have with the customers, right? So they can grok from the types of questions they're

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getting where the market is headed. And that's a value of course to the vendors, right? Cause

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they can come back and say, Hey, I'm getting a lot of questions on containers and container

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orchestration. I'm getting a lot of questions on, on-prem paths. So that helps us, right?

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The vendors, um, they also attend events. Um, that's another way for them to, to, to keep

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up. Uh, and, uh, I think I assume like the rest of us reading on the interwebs to quick

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follow up. No, I'll, I'll flip back to you. I just wanted to ask, you mentioned, I think

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Hote in your description, uh, unbiased. So, I mean, there's at least the, uh, the occasional

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snark you see about, Hey, it's pay for play, you know, like, Hey, the only reason you're

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in a magic quadrant or a wave or pick a geometric shape that's used by an analyst firm. The only

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reason you're in that is because you've paid your fee and therefore that's why you're in

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there. Uh, obviously, Hey, analyst firms are in the business of making money and there are

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subscription costs that vendors and customers all pay for. But I mean, how do you counter

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that? I mean, from my experience directly dealing with analysts, there's some fairly

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thorough people. And while they may have more exposure to some versus others versus who they

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do briefings with, there's a real concerted effort to not be in anyone's pocket there.

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You know, we get argued with all the time by analysts. They're not just trying to pump

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anyone's products, but how do you answer those sorts of concerns?

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So how I like to frame it is as a vendor, we're not buying their opinion. You know,

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people say you're buying their opinion. No, we're not. We're buying their time, right?

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That's what most of our spend is, is to have access to these analysts, right? It's buying

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their time. And then hopefully, um, the time we spend with them leads to, to informing them

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and hopefully, you know, liking us, but that's not always true. And I've worked with other,

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with other vendors, for other vendors and who spent a lot more money than we do on analysts. And it did

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not necessarily mean that they liked us more. So I, in my 10 years of working in analyst relations,

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I can say that it is not pay for play. There are some, you know, smaller firms that perhaps,

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you know, may feel that way. Uh, but the, the ones with the reputation to uphold,

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for sure, I think are unbiased and you cannot buy their opinion.

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Yeah. I think, I think that's a good categorization that you buy the opportunity to influence them

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at, at worst, so to speak. Um, and, and, you know, at best, it's what you're saying is just like,

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you're, you're buying time with them consultative or otherwise, uh, to do things. And, and, and,

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you know, to add to, to, to be a little bit of the interviewed myself, since I've been an analyst

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several times, there are instances where you do hire analysts to do things for you, whether it's,

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uh, consultative things or straight up, like generating content for you. And it might be,

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it might be as, um, transactional, so to speak, as having them ghost write something,

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or it could be a little like, uh, a little, not weird, but a little more direct. Like,

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like we have some papers that we've licensed from various analysts and I've worked on papers like

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that before. And generally like, uh, as a consumer of analyst stuff, you have a pretty good sense of

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sniffing out when an analyst has done the work of, uh, fighting back and yet getting paid.

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So, so that, so that what they're writing is very genuine and helpful and, and, and words aren't

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being, um, you know, uh, suggest changes that into their mouths or anything like that.

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Mm-hmm. But even that practice isn't that prevalent. I mean, generally also like analysts

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charge a lot of money to like write a paper for you. And so it's a very, it's cost prohibitive to

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do that a lot.

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No, that's fair. Do you think that definition of an analyst has changed a bit? I mean, Coté,

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your, your days and Rita, we deal with, with different ones, but as you say, there's smaller

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boutique firms, there's people who are bloggers slash analysts that kind of definition of someone

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who's trying to be unbiased and analyze an industry sometimes differs from the person who works for a

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firm. How do you read it when you're figuring out who you want to interact with, differentiate

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between sometimes what almost feels like press versus what feels like independent thinker versus

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an actual analyst? Do you just stick with the analyst firms, the above the line, bigger ones

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that we think of?

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You know, that's a good question. I think it depends on the AR program and I hate to bring

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it all back to, well, I guess it's all about me anyway. So it depends on what you try and

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achieve with your analyst relations program, right? If you are needing content and you are

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needing kind of the more, the more public advocates, like the bloggers, bloggers slash analysts, then

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you can invest in those. But if you are looking to raise your visibility or, uh, or impact purchasing

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decisions, decisions of large enterprises, you're going to be going with the traditional, you

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know, Gartner and Forrester's of the world, right? Well, there's an Obama and four, five

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everyone as well. But, uh, I think it depends what you're trying to achieve with the program.

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Truly.

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So, so if, if, if you're in sort of like the market to, to work with analysts, let's, let's

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start with like the, uh, the buy side. So not, not vendors like us enterprises or organizations

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like, and you haven't really like interacted with analysts before, like, like what would

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be your advice about how do I, cause you know, analysts aren't cheap unless you talk with

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them only in Twitter, but like, how do I, how do I kind of like come up with the framing

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or the requirements or the buyer's guide for like analysts I want to talk with? I mean, I

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mean kind of narrowed down to the area we care about, like, you know, infrastructure software

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and development and kind of all that stuff. Like how would I figure out who I would even

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talk to and what, what kind of, what kind of questions I would ask them and what, what

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I would expect.

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Right. So do you mean which firms or do you mean which analysts, which individual analyst

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at a firm?

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Uh, well, well both, right? Like, like if, if, if I didn't really know anything, if I

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was just like, I was told I need to go talk to some analysts, right? Like, and you're, and

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you're an IT manager.

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Yeah. And, and, and I, I went to Google and I searched for like cloud strategy industry

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analysts. Right. And like, that's where I am. Like, like what, like how, what kind of advice

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could you give people to kind of handhold them to not, I mean, to accelerate having success

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talking with analysts basically?

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Right. So if you have, if your company has access or has given you specifically access

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or one of your close colleagues access to research, I think I would start reading research

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first. And then based on that, see who, you know, if there's an analyst that comes up

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regularly, you would set up an inquiry with that analyst, which are 30 minutes asking them

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questions. That's basically how I would start. Um, if you don't have access to, uh, research

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from, you know, Gartner, Forrester, Ovum, IDC, four or five, one, uh, Twitter is a great

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place, but even there you're going to get limited, right? A lot of the, um, for example, there

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aren't a lot of Gartner analysts that tweet. That's just how it is. Right. Forrester does

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a little bit more. Of course there's Red Monk and those folks that I would, that I would

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go to the Twitter and then follow up from there, either engage in, um, conversations with

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them there publicly, which isn't ideal. But if you are lucky enough to have that your

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company has paid for you to be able to talk to the analysts or read their research, then

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start with reading research and then do inquiries with the analyst who comes up the most in that

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research that you're reading on the topic you're interested in.

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And then, and then how, how, how would you frame up like the expectations of what you get

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like in, in an inquiry? Like, um, like let me back up a little bit too. There's also events.

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There's also events, right? I know Gartner does a whole few events. Forrester does some of,

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there's a lot of events as well. Uh, so does the four or five one where you can, and if

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you don't, and you can go to these events, even if you're not a customer of theirs or a

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client of theirs, you buy a ticket, it's a couple of grand, you sit in on a bunch of sessions.

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The sessions are often informative, but, um, you also get accessed one-on-one access to

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analysts. You could do like 30 minutes. It's almost like, like a speed dating setup is how

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I like to describe it. And you've been to one of these events with me. So, you know,

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you get a 30 minute inquiry. So if you are not a customer or client of Forrester or Gartner,

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go to their events, go to the sessions. That'll also give you a good sense of which analysts are

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writing about the topics you care about. And then you can also do inquiry with them

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at the conference or, you know, uh, across them after the session and ask them questions on the fly.

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Yeah. It's, it's like, uh, if you're not sure what your feelings on like Tex-Mex are, go to a buffet

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and you can figure it out. Exactly. So, so that's one thing. So, sorry, I cut you off.

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Oh, no, no, no, no. So in terms of what's just...

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I wouldn't have thought of the conference angle, but that's good. That's a good point of like how to

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get a very, uh, uh, affordable, wide exposure and kind of figure out how to, how to match up.

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Yeah. Yeah. Um, and then, so to your question, what to expect in an inquiry, you know, I always

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find that if you can, whether you're a vendor and end user, if you can give the analyst three to five

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questions, you want to go over specific questions that helps them be better prepared. Um, you can

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expect basically, you know, if you give them those questions, then you can just go right into it.

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Um, otherwise, you know, just expect them to give you, again, hopefully unbiased, you know,

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they can also give you, if they've talked into it, if they've talked to enough customers of a

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particular vendor, uh, they might share some feedback they get on a, on a specific vendor or

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technology like, Oh yes, you know, uh, I spoke to a company that was in a similar position as yours and

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they used Pivotal solution to achieve this by doing this. So, uh, that's the kind of stuff you

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can, you can expect, but as always, you know, the more information you can give them beforehand,

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the better, then we'll be better prepared to answer your questions.

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Right. And to summarize the last point, I mean, I, I, I think of analysts a lot as aggregators of

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anecdotes to some point, which, which sounds demeaning, but it's actually not. It's like they,

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they talk with so many vendors and as you say, end users or, or people, organizations who run this

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stuff that they start to pick up on all that undocumented stuff in the sky and they can,

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and, and once you aggregate anecdotes, use the old joke, that becomes data or data. And, uh, so they

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can start reporting on like what people, your peers are doing and what, what's working and not working,

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uh, in, in the kind of area that you're looking for.

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Exactly. Right. I mean, I was thinking, I don't even think about, I hadn't thought as much about

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the stories and the anecdotes. I often think of it just the strategy and the product information,

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but you're right. That's such an awesome source of information. If I'm just trying to find out

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does someone look like me, that they must've heard tons of stories that they can relate to that.

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You know, I like to tell by executives that, uh, customer references are the, um, currency

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of analyst relations. So, and that you can brief your analysts about your product and your strategy

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every month for a year and nothing changes. But once you have your customers talking to them and

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telling them what they've done, what they've achieved, what problems they've overcome, or even

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problems they still have, you know, it's all roses and chocolate, right? Um, they have a better idea of,

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of what, of our products. And as they aggregate these anecdotes, they can kind of see where

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trends are going, right? Right. So that's the value.

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So sticking with the end user, like what are some other, so there's sort of like inquiries and

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finding out stuff and kind of what's working, getting the lay land, but what are some of the

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other services that, that end users or things they could go to analysts for?

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You know, I hate to bring it down to, uh, brass tacks. I think it helps give them peace of mind,

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right? That they are making the right decision if it's on a specific vendor or a specific direction,

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like our architectural direction, like, Hey, is micros, should I care about microservices yet?

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Right. Or, uh, should I try and build my architecture on containers? And what is that? What are the

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implications of that?

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Sort of like a, uh, tastemaker validation, executive security blanket.

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Exactly. Well, exactly. You know, I, you know, I, so I talked to one of our, one of our customers

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about how they use Gartner and Forrester and they're like, it's often just, and I've actually

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asked, I've been at events and I've asked the attendees, what do you use them for? And a lot of

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them just say, so I can go to my manager and say, Gartner said it was okay. You know, it's like the

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whole, no one gets fired for buying IBM. It's, uh, you know, if you could say Gartner, Gartner says

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it's okay to spend this money on that, or Gartner says this is the better solution or, or, you know,

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it's kind of like insurance a little bit.

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But vendors do that too, right? I mean, we might say, Hey, we briefed the vendor before you launch

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a product or any company may, and then they can go back like, Hey, you know, Gartner, Forrester

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thought this was an awesome product or Red Monk was totally into it. So if it does crash and burn,

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you think you have to get out of jail free card.

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Yeah, definitely. Yeah. To, to, I think to use a technical term, it's third party validation,

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uh, that, that, that you can have on something, but it's sort of peer review in a non-scientific

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sense, which makes sense. And good point. I mean, I mean, you know, the, the, the other things

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I've noticed, uh, analysts doing is like, I, I've, uh, now that I go on sales calls every now and

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then, every now and then there's been like the weird spooky analysts in the back of the corner,

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helping evaluate like, like a big gigantic strategic purchase that some large organization

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is doing. So I, and, and tell me, I don't know what percentage of time analysts do this, but it

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seems like they get involved, um, in a more active consultative way, or they can get involved in an

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active consultative way in large strategy and purchasing decisions that, that, that a company's

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doing. And then, um, I think in addition to that, the other kind of input that they, they can kind

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of get, I mean, it's basically revolves around that is like, do something that's a little more

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consultative that builds on the research that you do and give me some pretty active yet third

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party input on these decisions that we're making. Not just, not just being like a bookshelf

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of encyclopedias that I'm accessing.

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Right. You know, well, some of them also publish actual spreadsheets that help you evaluate

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criteria for, for making purchasing decisions on, on products, uh, or playbooks. You know,

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I've seen play, you know, Forster does a whole playbook series. Right. So, um, they do offer

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that as well. And, and there are firms that have a whole consulting arm and as somebody put

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it, they implement the research that we write, you know? So that's probably the end. That's

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probably who you saw in the back of the room is the consultant saying, okay, this is how we

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would implement this based on Gartner's research, for example.

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Right. Yeah. I mean, is that common? I mean, cause as you look at it, you know, as you

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think about all this research, some of it is fairly hyper segmented, like, Hey, here's

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the best providers in, you know, mobile backend as a service. All right. How does that fit

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in my actual, you know, ecosystem of things I have here? Is that something you'd expect

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the analyst to be able to help these customers with? Or is that where these consulting arms

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come in and say, here's three or four areas that will impact you. Maybe it's research from

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multiple analysts. Let us help you realize that in an actionable way or do analysts, are

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they expected to be able to put their discipline in context of something else?

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You know, I think it's the consultants, honestly. And I believe that the analysts will say that

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as well. Cause the, the analysts are just aggregating the information and giving, giving the more

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intellectual, I hate to say the more intellectual perspective, the higher level perspective.

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And then the consultants are the one who are going to go in there and like, okay, this is

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how you're going to make it work. Right.

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So the analysts, yeah. That makes sense. So, so then the hope is as a, as an end user is you have

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the internal, um, expertise to, to make that, to, to bring to life this, uh, this, to put it into

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practice. Like, like they won't sit down and like pair program with you, for example, that's,

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that's another type of industry or, or even pair strategy presentation, PowerPoint deck with you

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so much, those, how you put it into practice is a bit different. So, so to close out the end user

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stuff, I mean, I'm estimates like this are always wild, but just to give people a sense. So if I'm

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like an end user, like how much would I expect to spend with analysts? Like, what's this going to

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cost me? Like, is this just like a $20 payment on PayPal or take out like a second mortgage on my

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house? Uh, it's going to be tens of thousands of dollars per seat, I think. So per individual person

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that you have, uh, accessing research and who has inquiry access. So, um, sometimes up to a hundred

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thousand dollars, depending on how much, what the research that they want to read.

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Right. So, so I would imagine for a very large organizations spending mid to high level six

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figures is probably not unheard of for, for, for analysts. Now there's not a lot of those

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organizations around, but you know, if, if you're spanning, you know, hundreds or low thousands of

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people, you're, you're talking a fair amount of a big chunk of change to get access to, to analysts.

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Yeah. I mean, and then, but then there's, you know, companies like RedMonk that make it way more

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accessible for companies to engage, right? They have different price points also. I mean, also for

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on the vendor side, you know, if you're a startup, you get a special pricing, but also I think they're,

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they're like their minimum, um, they have like a minimum amount you to engage with them. And then

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that gives you inquiry access to their analysts. So there's, there's that as well. And those guys are

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smart and know what's up. So there's, uh, what I say in a hundreds of thousands of dollars is that

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we're talking about, um, Forrester and Gartner. Right. Really. Um, but they're smaller firms that

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are, that are a little less expensive than that. Um, they're not, and, and, and who can afford

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Forrester and Gartner? It's going to be, you know, large enterprises, you know, um, fortune 100,

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fortune 500 companies. So, so then shifting to the vendor side and, and I'll, I'll do a little

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awkward segue to that as there's a third category that I discovered back when I worked on strategy. So

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it is usually a vendor ish side, but I've also noticed that analysts are helpful for,

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let's call them like investment banker types and not all of the stuff that analysts produce is useful

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to this, but their traditional definition of an industry analyst is on that first word is they

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cover and tell you about the state of the industry and how various companies are interacting and

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competing with each other. And analysts generally do this as well, but a lot of how people think tech

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industry analysts work is what we've been talking about. They are, uh, expert advisors on how a

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technology is used. Not always. I mean, you don't always primarily think of them as covering the

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companies in that area. Now, again, industry tech industry analysts do this a fair amount as well.

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But back when I was working on MNA and strategy, we would use analysts a lot in this way. And this is

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where people like IDC are extremely useful because you get like market sizing and forecasts

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consistently in, in pivot tables and stuff from them. So there's that other category that we probably

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won't talk about very much, but it is an interesting aspect to think about analysts being involved in

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sort of helping inform people like corporate strategists who are interested in how an industry

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is operating, not so much in acquiring software products and services, but that's another type of

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input that they can.

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Exactly. It's true. You're right. Thank you for bringing that up. They do do forecasts,

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uh, and usually about five years out. So they do that kind of stuff and market sizing. So yes,

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good point. And I believe Gartner has a Gartner invest group that is, uh, that's more tailored to,

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uh, investment.

378
00:31:40,140 --> 00:31:44,380
Right. And then four, four, five, one has a good specialty in that. Just, uh, I only say,

379
00:31:44,440 --> 00:31:47,440
cause I was there, so I know, but they've got an interesting specialty. If you're a,

380
00:31:47,440 --> 00:31:51,820
if you're an iBank or an MNA person, they, they, they know how to speak your speak and

381
00:31:51,820 --> 00:31:53,920
dry clean their shirts when they talk to them and all that.

382
00:31:54,700 --> 00:31:57,500
Actually, yes. I mean, I think, I think the four or five, one, when they came,

383
00:31:57,820 --> 00:32:02,340
when they came on board, we're really known as, oh, they're, they're, they're for the VC

384
00:32:02,340 --> 00:32:07,920
community. So they do have a reputation there and, and a good, uh, good presence there for sure.

385
00:32:08,240 --> 00:32:12,800
Indeed. So then, then as, as the final thing, before we get a little bit to a little bit

386
00:32:12,800 --> 00:32:16,160
about like, so what do analysts think about Pivotal and Cloud Foundry and on that? So

387
00:32:16,160 --> 00:32:21,800
if, if, if you're on the vendor side as we are, so, so what's, what's your sort of like little pitch

388
00:32:21,800 --> 00:32:27,060
on, uh, and by little, I mean, you know, brief introductory what's, what's, what's sort of like

389
00:32:27,060 --> 00:32:31,800
your overview of how vendors should best interact with the analyst community and what they should

390
00:32:31,800 --> 00:32:35,080
expect and kind of how they deal with them.

391
00:32:36,340 --> 00:32:44,380
So I like to think about my analyst program as a, as a continuity of conversation is what I like to

392
00:32:44,380 --> 00:32:51,340
call it, which sounds so fancy. I know, but it's really about an ongoing dialogue and it's,

393
00:32:51,580 --> 00:32:56,380
can't just be us talking to them or at them, right? We can't, like I said earlier, you're not going to

394
00:32:56,380 --> 00:33:03,040
be briefing your analysts every month and hoping to see something valuable happen. Um, you do,

395
00:33:03,200 --> 00:33:07,680
you do, yes, you brief them, you keep them up to date on your, your strategy, what you're doing,

396
00:33:07,840 --> 00:33:13,320
get them, talk to them early, get their input right via inquiry. So we get inquiries to get their

397
00:33:13,320 --> 00:33:19,580
input via inquiry on our direction, our vision, our strategy, and whether it makes sense. Um, find out

398
00:33:19,580 --> 00:33:25,080
what customers are asking them about or for what are customer concerns? Cause the value they bring is

399
00:33:25,080 --> 00:33:30,440
our customers and prospects are talking to them sometimes before they're even talking to us or

400
00:33:30,440 --> 00:33:35,360
instead of us. So that's, that's what I like to tell my, when, when, when I get pushed back from,

401
00:33:35,620 --> 00:33:40,400
from my constituents is, you know what, our customers are talking to them. So we need to be talking to

402
00:33:40,400 --> 00:33:45,720
them as well. Right. So that's, that's how I like to look at it. And like I said, it can't just be

403
00:33:45,720 --> 00:33:50,400
us talking at the analysts. We have to ask them for input as well. And that's why inquiry is important.

404
00:33:50,520 --> 00:33:56,480
And FaceTime is important and going to their events is important and reading their research is important.

405
00:33:56,480 --> 00:33:59,460
Right. It's, it's sort of like, this is the R of AR.

406
00:34:00,340 --> 00:34:05,960
Right. Yeah. Cause I mean, it sounds like, you know, really you, you've seen probably the opposite

407
00:34:05,960 --> 00:34:11,640
of those where people are either just, you know, drive by AR stuff like, Hey, I'm just going to

408
00:34:11,640 --> 00:34:15,460
shoot you a note and let you know there's a product update or we sync up every six months or 12 months

409
00:34:15,460 --> 00:34:20,660
where the analyst has no chance of remembering anything from six or 12 months ago. So I'm assuming

410
00:34:20,660 --> 00:34:22,060
you've seen all ends of the spectrum.

411
00:34:22,440 --> 00:34:26,320
Yes. And as a matter of fact, I remember talking to somebody saying, well, how often did you brief

412
00:34:26,320 --> 00:34:30,920
them? And he's like, Oh, I know pretty frequently twice a year. Like, no, it is not frequently.

413
00:34:31,700 --> 00:34:35,900
And I've also had analysts say, Hey, you know, before you came along, we talked to you guys

414
00:34:35,900 --> 00:34:41,120
once a year around the MQ time, which I, my jaw dropped, you know, that's, it can't be that way.

415
00:34:41,120 --> 00:34:46,320
And you can't expect them to really, I mean, they talk, they're talking to hundreds of, of, of vendors

416
00:34:46,320 --> 00:34:50,500
and customers. And so you can't expect them to remember everything. So you often have to,

417
00:34:50,640 --> 00:34:54,920
you know, sometimes you have to have the same conversation with them, but that's okay. Right.

418
00:34:55,100 --> 00:35:00,020
So, um, yeah, I mean, I'm assuming Coté you as well. I mean, I would assume a good portion of an

419
00:35:00,020 --> 00:35:04,900
analyst week is spent talking to vendors and doing briefings and maybe they carve out their Friday to

420
00:35:04,900 --> 00:35:09,000
write stuff, but I'm assuming if you're constantly inundated with information, it's not like you're

421
00:35:09,000 --> 00:35:14,860
keeping it all straight easily. Yep. Yeah. I mean, I mean, speaking as a former analyst. Yeah. I mean,

422
00:35:14,860 --> 00:35:22,640
that's, that's a, uh, I wouldn't say it's, well, it's one of the primary skills is figuring out how

423
00:35:22,640 --> 00:35:28,680
to turn off the fire hose or focus on the little raindrops you care about in it to be all metaphoric.

424
00:35:28,740 --> 00:35:35,640
That was silly, but, but it is, I mean, what you point it is, uh, you, uh, after you've been known

425
00:35:35,640 --> 00:35:41,440
well enough, you could spend all day on the phone and, and all day getting information and no time

426
00:35:41,440 --> 00:35:48,100
producing. Yeah. You know, and I, some of my closest analysts that I work with and who I've

427
00:35:48,100 --> 00:35:53,200
worked with for a long time, I've said, you know, I no longer, like I bet they turned off the, uh,

428
00:35:53,540 --> 00:35:58,400
ability for any vendor to set up briefings with them, which a lot of them, you know, automated the

429
00:35:58,400 --> 00:36:02,520
process. And now they just basically block out swatches time and they're, they're taking back control

430
00:36:02,520 --> 00:36:07,600
of their schedule so they can have inquiries and they can, you know, talk to the, to the people

431
00:36:07,600 --> 00:36:12,300
they care about. Like your said, your raindrops, you know, maybe, maybe do two vendor briefings a

432
00:36:12,300 --> 00:36:18,660
week as opposed to a 17 or some ridiculous number. So I'm assuming, Oh, please go ahead. I was just

433
00:36:18,660 --> 00:36:24,820
going to ask me, I'm assuming there's a writing output that's expected from most. So when I read

434
00:36:24,820 --> 00:36:29,500
them, those are comprehensive pieces. Like I like writing. And to me, these feel like, you know,

435
00:36:29,500 --> 00:36:32,860
I'm spending a week or two on these things. I can't just be on the phone all the time. So

436
00:36:32,860 --> 00:36:36,860
I guess there's that balance of, I need to constantly be absorbing information, but I'm

437
00:36:36,860 --> 00:36:40,700
getting paid on the fact of, am I also disseminating information back out?

438
00:36:41,200 --> 00:36:43,800
Yeah, exactly. There's the writing. There's also, I mean, the fact that they also have to

439
00:36:43,800 --> 00:36:49,240
do inquiry. A lot of them are actually reviewed on how much, how much inquiry they take

440
00:36:49,240 --> 00:36:53,200
more so than briefing. So if you think of it from their perspective, right, if they're being

441
00:36:53,200 --> 00:36:59,100
judged on internally, if they're being judged on how many inquiries, how much they write,

442
00:36:59,680 --> 00:37:03,880
what's the incentive to take a briefing, right? It's, it's, of course, briefings inform those

443
00:37:03,880 --> 00:37:08,280
two things, but they really have to be very choosy about the briefings they take.

444
00:37:08,840 --> 00:37:12,140
Yeah. You know, you know, as, as you're saying that Richard, it brought to mind, like, I remember,

445
00:37:12,140 --> 00:37:17,040
um, uh, I was reading, I was at Forrester. I was reading Lauren's report on the Cloud Foundry

446
00:37:17,040 --> 00:37:21,000
summit, which we talked about a few episodes ago and thinking like, Holy crap, this is comprehensive.

447
00:37:21,560 --> 00:37:25,780
Like, this is, this is like the lengthiest conference report I think I've ever read,

448
00:37:26,480 --> 00:37:32,600
but, but, and, and she, she did a good job at, you know, my opinion of, of pulling in, uh, all of

449
00:37:32,600 --> 00:37:37,520
the interesting things, good and bad that happened at that conference. And even in so much as you

450
00:37:37,520 --> 00:37:42,120
have in a conference report, a little bit of like, how should you think about this, right? Like as,

451
00:37:42,540 --> 00:37:48,800
as a user of, of this technology, what do you make of all this stuff? And, and it is, um, you can,

452
00:37:48,800 --> 00:37:55,380
you can kind of detect people who have a skill at, uh, very rapidly typing up well-organized

453
00:37:55,380 --> 00:38:00,680
thinking, which is, which is another good skill to have as, as a, uh, as an analyst.

454
00:38:00,680 --> 00:38:05,420
Right. That's just what you're making me think of is again, you know, Lauren's piece or others.

455
00:38:05,420 --> 00:38:09,980
I mean, you're expecting to get insight. I just don't want a regurgitation of session summaries

456
00:38:09,980 --> 00:38:15,100
or, Hey, here's, here's the 20 vendors in the past space. Nobody wants to read that. I want to read

457
00:38:15,100 --> 00:38:20,120
where you think it matters or who you think is up and down. And that takes synthesizing a ton of

458
00:38:20,120 --> 00:38:24,860
information and actually finding insight in there. I think that's what you pay analysts for as they're

459
00:38:24,860 --> 00:38:29,940
trying to take a 50,000 foot view, even though they often stay at a hundred feet, they also have to

460
00:38:29,940 --> 00:38:34,760
quick airlift out and say, these are things you should care about or not. But do you see that?

461
00:38:34,820 --> 00:38:38,740
I mean, Rita, and obviously Coté, you did this too, but that seems like that's what you really pay

462
00:38:38,740 --> 00:38:42,420
for. Yeah. And that's what I, and what I liked about her report is like you said, it's not like,

463
00:38:42,500 --> 00:38:46,600
well, they've been on this and this, and these are the, it's, it's about, she wrote a lot about the

464
00:38:46,600 --> 00:38:52,540
customer sessions, which I thought was great. And that's what her readers want to read. We want to

465
00:38:52,540 --> 00:38:57,960
hear. They want to know what did somebody who has the same problems that I do, who are trying to

466
00:38:57,960 --> 00:39:02,720
accomplish the same things I am, what did they do? What did they have to say? So I think she did a good

467
00:39:02,720 --> 00:39:09,360
job of pulling that stuff out. And exactly. And I was talking to, again, I was talking to an analyst

468
00:39:09,360 --> 00:39:16,980
contact of mine today about our own event, actually. And, you know, if it's just, and about

469
00:39:16,980 --> 00:39:22,120
what research comes out of that, right. And it's, it's balancing the big announcements. You know,

470
00:39:22,160 --> 00:39:24,800
someone said to me, well, you know, we're not information week. We don't have a deadline.

471
00:39:24,900 --> 00:39:28,280
We don't want to be pre-briefed and then briefed a bunch of times to write something about it.

472
00:39:28,280 --> 00:39:35,620
Right. So it's, as you said, it's not about product features and this and that when a lot,

473
00:39:35,700 --> 00:39:38,880
I mean, there is that aspect and that's what they can do. Agree. And that's when they can look at

474
00:39:38,880 --> 00:39:43,080
some of the more technical write-ups, you know, for example, the Gartner for Technology professionals

475
00:39:43,080 --> 00:39:48,600
folks do a lot of deep thinking and deep running on, on, on the technological, technological

476
00:39:48,600 --> 00:39:55,720
components. But it's, it's, it's all about how are, how are businesses putting these things

477
00:39:55,720 --> 00:40:01,060
into practice and what can I expect and, and how can I achieve my goals?

478
00:40:01,400 --> 00:40:05,740
Yeah, no, I think, I think that brings up a good point. Like the, the other thing to,

479
00:40:05,800 --> 00:40:11,100
to, to put it, to put into more words, what you're just saying there, Rita, that when people ask me

480
00:40:11,100 --> 00:40:14,960
about as a vendor dealing with analysts, the first thing I usually like to tell them is like,

481
00:40:14,960 --> 00:40:19,680
they're not press, right? Like, so, so they don't, and, and, and if you,

482
00:40:20,320 --> 00:40:27,960
if you think about how you work with analysts of how you think about press, you won't one at best,

483
00:40:27,960 --> 00:40:32,640
you won't get the maximum value out of an analyst. And at worst you'll insult them and they'll think

484
00:40:32,640 --> 00:40:39,460
poorly of you. Right. So, and, and in general, like there's reason, like small startups, like

485
00:40:39,460 --> 00:40:43,920
they have this problem and it's understandable, but like, you can always tell when they're,

486
00:40:44,120 --> 00:40:49,600
they hire like an agency and they're basically asking the PR person to also do AR and like,

487
00:40:50,020 --> 00:40:54,860
and, and it's a little dodgy and you have to rely on an analyst being very understanding, but

488
00:40:54,860 --> 00:41:00,180
you want to make sure that like, like even, even with pre-briefing is a little weird. I hadn't

489
00:41:00,180 --> 00:41:06,040
thought about it until you mentioned it, it, Rita, but it's almost like you want to be, uh, mindful of

490
00:41:06,040 --> 00:41:11,700
the analyst's time. And like, you don't really need, like they need to have the facts straight,

491
00:41:11,820 --> 00:41:15,500
but you don't have to work with them like reporters to like get them the facts and all this stuff.

492
00:41:15,500 --> 00:41:20,780
Like, it's more like the analyst is interesting, interested, uh, as, as we were talking about in,

493
00:41:20,780 --> 00:41:26,440
I only need as much information either as I have time and entertainment value for,

494
00:41:26,640 --> 00:41:32,480
but I only need enough information to form an opinion about this and, and, and therefore state that

495
00:41:32,480 --> 00:41:36,680
opinion. Well, the fact is they should already know what's going to, what you're going to be

496
00:41:36,680 --> 00:41:43,040
announcing months before, right? If you are doing a good job, right? Like they know where your

497
00:41:43,040 --> 00:41:48,580
product is headed or what your strategy is. They know what you want to be introducing or what's

498
00:41:48,580 --> 00:41:51,920
going to change or partnerships or whatever. They know this stuff. So they don't have to,

499
00:41:52,160 --> 00:41:56,960
you know, I will do just reminder emails, refresher emails. Okay. We talked to you about this.

500
00:41:57,620 --> 00:42:02,460
Just FYI. Let me know if you want a refresher, right? But it's not like, okay. And I

501
00:42:02,460 --> 00:42:07,840
work, I come from a PR background and I have had to do AR and PR and it was a two weeks before,

502
00:42:08,000 --> 00:42:13,100
Hey, can we pre-review on this thing we're announcing in two weeks? You know, and now I just

503
00:42:13,100 --> 00:42:17,520
like shudder at the thought of, of doing that. Right. No. And that brings up another good point

504
00:42:17,520 --> 00:42:24,080
about how, how vendors work with analyst is, uh, I don't know, this isn't entirely accurate,

505
00:42:24,080 --> 00:42:29,340
but it's almost like having them on retainer as the peanut gallery to your long-term strategy.

506
00:42:29,860 --> 00:42:35,320
Right. And, and, and have, having them come in and do, do strategy days with you or, you know,

507
00:42:35,320 --> 00:42:41,800
every analyst shop has their own name for this, but it's essentially under, under NDA and that,

508
00:42:41,800 --> 00:42:46,840
that, and analysts are generally pretty, even beyond pretty. They're generally very good at keeping

509
00:42:46,840 --> 00:42:51,140
secrets. It's as, as we used to say at Red Monk, we would go out of business if we couldn't keep

510
00:42:51,140 --> 00:42:57,500
secrets. Uh, but generally you, you have them, as you were saying, Rita, like months, if not quarters,

511
00:42:57,500 --> 00:43:02,160
ahead of time involved in what you're thinking and what you're doing. And in the same way that on the

512
00:43:02,160 --> 00:43:08,100
end user side, on the buy side, people want input into what they should be doing. If you, if as a

513
00:43:08,100 --> 00:43:11,980
vendor, you establish a good relationship with an analyst, you can get long-term input and product

514
00:43:11,980 --> 00:43:17,360
direction and all sorts of stuff from analysts. Exactly. Can I riff on that a little bit though?

515
00:43:17,380 --> 00:43:22,320
Cause I mean, at the same time, you know, let's not kid ourselves. Our job at Pivotal is to help

516
00:43:22,320 --> 00:43:26,140
influence analyst thinking or not. It's not altruistic here. I'm not trying to help them

517
00:43:26,140 --> 00:43:30,440
understand, you know, Hey, everybody's awesome. We want them to also believe that Pivotal is doing

518
00:43:30,440 --> 00:43:34,780
the right things, right. And our customers are doing impactful things. So, you know, is there that

519
00:43:34,780 --> 00:43:39,880
balance between look, our job and Pivotal, like many companies employs smart people to try to keep

520
00:43:39,880 --> 00:43:43,560
track of the industry and have very strong opinions about where the trends are going.

521
00:43:43,780 --> 00:43:48,060
So, I mean, analysts know that I would think when they deal with any vendor is that vendor's job

522
00:43:48,060 --> 00:43:50,960
is to make them think they're awesome and that they're going to write about them and they're

523
00:43:50,960 --> 00:43:55,900
going to name drop them and every other related sort of piece. How does an analyst balance that

524
00:43:55,900 --> 00:43:59,700
when they know they're being pitched, even though we're trying to have conversations and talk about

525
00:43:59,700 --> 00:44:03,740
strategy and I'm not trying to, you know, mind, you know, do a Jedi mind trick on them,

526
00:44:03,820 --> 00:44:08,240
but at the same time, you know, our job is to help them see that Pivotal is doing transformational

527
00:44:08,240 --> 00:44:13,680
stuff. Right. I think it's a combination of some of these guys have put them on the block.

528
00:44:13,780 --> 00:44:23,080
Right. So they've seen, they know when a vendor is BSing them. Am I allowed to swear on this

529
00:44:23,080 --> 00:44:27,140
podcast? I don't know. They can tell. BS is fine, but don't expand it out.

530
00:44:28,900 --> 00:44:35,440
Great. So they have, they can tell. I think they can tell. But the critical, back to like

531
00:44:35,440 --> 00:44:39,280
why customers are important, that's where it comes down to, right? If they're, if we're telling them

532
00:44:39,280 --> 00:44:43,380
we have tons of customers, we're doing great work and they're getting no inquiries from customers

533
00:44:43,380 --> 00:44:50,620
on our products or solutions or us, then there's a disconnect and they see that.

534
00:44:51,080 --> 00:44:54,600
And I've grown into that kind of situation of previous companies where they're like,

535
00:44:55,000 --> 00:44:58,160
sure, you're telling us you're doing all this stuff, but we get zero inquiries about this solution.

536
00:44:58,580 --> 00:45:04,540
Yeah. So, um, that's, that's, that's how they figure out what's, what's real and what's

537
00:45:04,540 --> 00:45:10,360
not. So, or I had one customer, one analyst say, you know, we don't want to not, not at

538
00:45:10,360 --> 00:45:13,840
Pivotal. I won't say that at Pivotal. We are not running into any of your customers in

539
00:45:13,840 --> 00:45:18,760
the wild, you know, as in like, they're not getting, you know, um, unsolicited inquiries

540
00:45:18,760 --> 00:45:20,960
about, about that solution. So.

541
00:45:22,520 --> 00:45:27,260
Yeah. And, and, and I, and I think playing my further gonzo thing of the interviewer

542
00:45:27,260 --> 00:45:31,640
becoming the interviewee, like, I think, uh, to answer your question, Richard, like, uh,

543
00:45:31,680 --> 00:45:36,480
sure. I mean, I mean, in, in my interaction, uh, with analysts at a vendor, whether I was

544
00:45:36,480 --> 00:45:42,820
at Dell or here, like I am always trying to influence them and, and, but, but the influencing

545
00:45:42,820 --> 00:45:46,580
is not so much like I was talking about earlier, putting words in their mouth. It's more having

546
00:45:46,580 --> 00:45:52,760
them understand the worldview that I'm representing. Right. So this is a good transition into the

547
00:45:52,760 --> 00:45:57,140
last thing I wanted to ask Rita about. And like, for example, at Pivotal, right? Like

548
00:45:57,140 --> 00:46:02,720
we, we have a certain view about how, if you're an organization and you're writing your own

549
00:46:02,720 --> 00:46:06,940
software and running it, we have this view that some of our Cloud Foundry friend, most

550
00:46:06,940 --> 00:46:11,080
of our Cloud Foundry ecosystem friends share, but like, this is how you should think about

551
00:46:11,080 --> 00:46:15,400
designing, writing, and running your software. And this is how you should manage the process.

552
00:46:15,920 --> 00:46:20,600
And so if an analyst doesn't already think like that, I'm going to do a lot of work. In addition

553
00:46:20,600 --> 00:46:24,500
to just telling them the facts and all this kind of stuff we've been talking about, about

554
00:46:24,500 --> 00:46:30,620
trying to persuade them that this is a better way of doing software in this context. And,

555
00:46:30,700 --> 00:46:35,760
you know, to a certain extent, I don't like bulldog them and argue them and use all those

556
00:46:35,760 --> 00:46:40,540
methods of rhetoric to like make them see things my way, but I'll definitely like just get on

557
00:46:40,540 --> 00:46:45,260
them to kind of be like, well, I think this is the best way of doing it. What do you think? And just

558
00:46:45,260 --> 00:46:48,980
kind of go over it with them. So there is that amount as a vendor, definitely trying to influence

559
00:46:48,980 --> 00:46:56,460
them to, to put it in the soft pedaliest way as possible, make them understand and at least

560
00:46:56,460 --> 00:47:01,380
mildly agree with like, Oh, the problem you're solving is legit. And the way you're going about

561
00:47:01,380 --> 00:47:03,560
solving, it seems like a good idea.

562
00:47:03,940 --> 00:47:08,700
Mm-hmm. Well, it seems like evidence matters there. I mean, Rita, you can chime in, but just

563
00:47:08,700 --> 00:47:12,940
like you said, influencing without the backing evidence is worthless. If they're not getting

564
00:47:12,940 --> 00:47:17,460
inquiries, if we're not showing customer evidence, if we're not showing that we're enlightening them

565
00:47:17,460 --> 00:47:21,320
with some idea they hadn't thought of before, you know, then we're just talking heads. We're not

566
00:47:21,320 --> 00:47:29,120
helping. Exactly. Exactly. I mean, it's, it's, it's, we have to have the evidence to back it up and the

567
00:47:29,120 --> 00:47:34,660
evidence is customers. Yeah, exactly. And that, that's what, you know, that's why, uh, we're, we're,

568
00:47:34,660 --> 00:47:39,780
uh, not to be all horn tootie, but like, I, I always, if people have seen the way that I do

569
00:47:39,780 --> 00:47:45,180
presentations, I always have lots of footnotes because as, as a former analyst, like that's where

570
00:47:45,180 --> 00:47:51,220
I spent a lot of my time is actually chasing down all these claims, right? So it's all, it's all,

571
00:47:51,280 --> 00:47:56,460
it's always important to have, make it really easy to access that evidence to back up all of the, uh,

572
00:47:56,460 --> 00:48:01,040
the wonderful claims that are all true, of course, that we at Pivotal make, but all, all the, all the

573
00:48:01,040 --> 00:48:05,700
wonderful claims that we have. So, so to that end, um, you know, with the, the, the time that we have

574
00:48:05,700 --> 00:48:11,140
left, so how, so, I mean, what's your take Rita? And, and we were thinking about like having you back

575
00:48:11,140 --> 00:48:17,080
every month or quarter or something to kind of, um, uh, give us a check-in on what's going on in

576
00:48:17,080 --> 00:48:21,440
the analyst world and what they're thinking about, like cloud native and platform and all the stuff

577
00:48:21,440 --> 00:48:26,820
that people that listen to this would care about. But to kind of start that process out, like what

578
00:48:26,820 --> 00:48:31,800
in aggregate, and then if you want to be specific to different firms, like, what do they think about

579
00:48:31,800 --> 00:48:38,520
like Cloud Foundry and a platform as a service and kind of like cloud native and DevOps, like where,

580
00:48:38,520 --> 00:48:41,820
where's the analyst community at the moment on all of that stuff?

581
00:48:42,820 --> 00:48:47,820
I think they're quite bullish, especially on Cloud Foundry. Uh, you mentioned Lauren's report

582
00:48:47,820 --> 00:48:55,540
and there was, uh, also an IVC report and, uh, uh, Fenton Ryan of Brandon Monk also wrote a piece

583
00:48:55,540 --> 00:49:01,720
on the Cloud Foundry summit from last month. Um, it's, it's, they're really seeing a lot of momentum

584
00:49:01,720 --> 00:49:07,620
and customer momentum there. Uh, and this is becoming a popular open source project and a popular

585
00:49:07,620 --> 00:49:14,000
community. So they're, they're quite bullish on that. I think that, uh, some firms are really

586
00:49:14,000 --> 00:49:20,220
perhaps looking a little too far ahead and thinking only about, or were only thinking about public

587
00:49:20,220 --> 00:49:26,000
paths, but from conversations I've had with them, they're getting a lot more inquiries and questions

588
00:49:26,000 --> 00:49:32,580
from customers on on-prem, um, paths, right? Like people at Cloud Foundry. And so they're figuring out

589
00:49:32,580 --> 00:49:38,360
what research to be writing that'll help answer a lot of those questions. So a lot of times,

590
00:49:38,360 --> 00:49:41,160
and this is something I've sort of brought up a lot of times what they try and do with their research

591
00:49:41,160 --> 00:49:45,540
is answer the questions that you're going to have during inquiry. Sometimes they bring up more

592
00:49:45,540 --> 00:49:50,340
questions and that's fine, but they like to answer the big questions you might have. And then you can

593
00:49:50,340 --> 00:49:54,420
get into kind of the more specific ones during inquiry. So that's what I'm hearing. I'm hearing

594
00:49:54,420 --> 00:50:00,120
there's a lot more interest in on-prem paths. Uh, and, uh, a lot of the folks focus specifically on

595
00:50:00,120 --> 00:50:05,800
Cloud Foundry. Um, I've heard that from a couple of different firms. So that's been pretty cool. Uh,

596
00:50:05,800 --> 00:50:12,060
in terms of DevOps, um, you know, the one thing that I noticed was interesting is when you talk about

597
00:50:12,060 --> 00:50:21,500
DevOps, agile microservices, all this stuff is whether you go the route of, uh, um, a paths, um, or

598
00:50:21,500 --> 00:50:26,860
building your own using containers and container orchestration, there's a cultural shift that needs

599
00:50:26,860 --> 00:50:33,220
to happen. And a lot of organizations struggle with that more than just buying a thing to get them,

600
00:50:33,220 --> 00:50:37,500
the DevOps if you will right you have to change mindsets and that's something companies are

601
00:50:37,500 --> 00:50:42,200
struggling with so those are some of the trends that i'm noticing there and of course there's a

602
00:50:42,200 --> 00:50:49,260
lot of you know a lot of writing on the containers but we'll see how that pans out yeah that's that's

603
00:50:49,260 --> 00:50:55,740
an interesting topic that or distinction that you bring up there like do you uh you know you know

604
00:50:55,740 --> 00:51:01,480
of of the analysts that you and and we we share a lot of the same favorite analysts and stuff but

605
00:51:01,480 --> 00:51:08,040
do you think they're handling balancing let's say culture and technology well like how's that kind

606
00:51:08,040 --> 00:51:14,000
of playing out because stereotypically and i say that as in this is not really very accurate but

607
00:51:14,000 --> 00:51:20,740
stereotypically like analysts cover like a category of technologies um but a lot of the kind of stuff

608
00:51:20,740 --> 00:51:25,940
that we're dealing with nowadays is sort of like more horizontal than vertical and so like how are

609
00:51:25,940 --> 00:51:32,840
you finding the analyst community is kind of like going multi-vertical like like how how's that

610
00:51:32,840 --> 00:51:40,760
panning out for them so do you mean talking about like the human component right what they're trying

611
00:51:40,760 --> 00:51:45,040
to achieve or specific yeah exactly specifically like what you're saying is like well you can you

612
00:51:45,040 --> 00:51:50,720
can't really like install the DevOps right it doesn't come on it doesn't come on five dvds and

613
00:51:50,720 --> 00:51:56,080
there's a wizard to use to put it on your server right like there's like a lot of other stuff that

614
00:51:56,080 --> 00:52:01,320
comes with it and so are you are you finding i don't know maybe i'm making a false distinction

615
00:52:01,320 --> 00:52:06,280
here but are analysts is that something that like analysts have to add in or they've always covered

616
00:52:06,280 --> 00:52:10,600
that kind of stuff or how does that figure into they haven't their stuff they have they're having

617
00:52:10,600 --> 00:52:16,620
this is a new thing for them as well and i think it's challenging for some of them actually i think

618
00:52:16,620 --> 00:52:20,440
are really excited about it some of them actually we've been thinking about it for a while i know

619
00:52:20,440 --> 00:52:28,100
uh jeffrey haban of forrester has been writing about application development and culture of such

620
00:52:28,100 --> 00:52:34,200
for a long time and um he's had a couple of reports uh he he's published some and he has more coming out

621
00:52:34,200 --> 00:52:39,360
you know how to build really good teams right good development teams how to get the most out of your

622
00:52:39,360 --> 00:52:45,820
developers and they're not and you know i don't mean that in a you know make them work till they're

623
00:52:45,820 --> 00:52:50,300
sweating blood for you but how to get the most out of your developers right that makes everybody happy

624
00:52:50,300 --> 00:52:55,360
it's not like a spice miner in dune that works to the last minute to extract all the spice before

625
00:52:55,360 --> 00:53:02,280
the world yeah exactly so i think you know i think some of them um have been probably the guys uh who

626
00:53:02,280 --> 00:53:07,680
cover and the gals who cover who covered app uh application development programs and things like

627
00:53:07,680 --> 00:53:15,320
that but it's becoming more of an issue right uh and more analysts who have only been focusing on

628
00:53:15,320 --> 00:53:22,900
technology and platforms and purchasing purchasing the the thing um are having to think about oh wow

629
00:53:22,900 --> 00:53:27,420
you know these customers can't just buy this this path and install it and everything is is great you

630
00:53:27,420 --> 00:53:31,040
know people have to change the way they work and how do we advise our clients and how to do that

631
00:53:31,040 --> 00:53:36,380
yeah that makes sense well before we wrap up do you have anything else uh i mean we'll definitely uh

632
00:53:36,380 --> 00:53:43,140
have you back to kind of go over uh field notes from analyst land yeah that'd be great but but is there

633
00:53:43,140 --> 00:53:47,560
anything else that like if for people who wanted to figure out like whether they're vendors or end

634
00:53:47,560 --> 00:53:52,120
users or wherever like when it comes to like what analysts do and how to best work with them that you

635
00:53:52,120 --> 00:53:58,600
would want to go over no i think we said it all i think it's think of it as a think of your

636
00:53:58,600 --> 00:54:06,660
the relations part of what we do right think of the the long-term implications um they and think of

637
00:54:06,660 --> 00:54:10,500
them as they're they're they're humans on the other end of that phone call or either the side of that

638
00:54:10,500 --> 00:54:15,140
table who you know like it's not like okay so here's this thing now go tell everybody how wonderful

639
00:54:15,140 --> 00:54:21,000
my thing is in the world so um it's it's it's really about a long-term conversation and a dialogue

640
00:54:21,000 --> 00:54:26,660
and you have to be willing to listen to them as well that's right that's thus far siri cortana and alexa

641
00:54:26,660 --> 00:54:32,240
can't really uh give you good advice about enterprise architecture at least at least that i've encountered

642
00:54:32,240 --> 00:54:37,980
yet i don't i don't know what google's version is maybe google has it it'll be you remember when uh

643
00:54:37,980 --> 00:54:43,800
i think i'm remembering this correctly but like some facebook ai people said they'd finally solved like

644
00:54:43,800 --> 00:54:49,220
the go like not the go language of playing the game go and then like a couple days later some google

645
00:54:49,220 --> 00:54:53,060
research person was like oh yeah we figured that out a few years ago we just didn't really think we

646
00:54:53,060 --> 00:54:59,520
needed to tell anyone but so i don't know who knows what's going on over there in the uh the chocolate

647
00:54:59,520 --> 00:55:05,460
factory as our uk press friends like to call it maybe they got it sorted out well uh if anyone wanted

648
00:55:05,460 --> 00:55:09,180
to uh follow up with you i don't know what do you got uh you got a twitter handle there or something

649
00:55:09,180 --> 00:55:19,520
it's rita m as in mary at yeah that's my twitter handle right there rita m go there perfect i was on

650
00:55:19,520 --> 00:55:25,980
i was on early i was on twitter early well just as a small admin note i think we've mentioned this

651
00:55:25,980 --> 00:55:32,760
previously but we we got ourselves all transitioned and set up in soundcloud uh if you go to find the

652
00:55:32,760 --> 00:55:37,820
show notes which i'll tell you you can get a url to it but if you go to soundcloud.com slash

653
00:55:37,820 --> 00:55:44,560
you might want to get a pencil and write this down Pivotal conversations just all one word you can

654
00:55:44,560 --> 00:55:50,180
find the direct uh soundcloud thing that we have now that said all of the full show notes and the

655
00:55:50,180 --> 00:55:56,860
kind of like official stuff as always is posted at uh pivotal.io slash podcast and you know we we put

656
00:55:56,860 --> 00:56:00,220
pretty extensive show notes in there and links to things and you can find those as well and we're

657
00:56:00,220 --> 00:56:05,960
also now i finally did the legwork of putting us in itunes so you can just search for Pivotal or Pivotal

658
00:56:05,960 --> 00:56:11,440
conversations in itunes and find us and subscribe there and if you want to like uh leave a review or

659
00:56:11,440 --> 00:56:17,020
something that would make me feel good but the the best way to uh if you're interested in this topics

660
00:56:17,020 --> 00:56:21,780
other than talking with rita at the twitter name that she gave is as always you can email us at

661
00:56:21,780 --> 00:56:28,600
podcast at pivotal.io or you can reach me in twitter and i'm just Coté c-o-t-e and how how would

662
00:56:28,600 --> 00:56:34,900
people find you richard yep i'm just r seroder s-e-r-o-t-e-r i'm not as as cool as Coté i'm not

663
00:56:34,900 --> 00:56:41,640
as short as rita m well we've got to cover the spectrum there's just a full gradient of awesomeness

664
00:56:41,640 --> 00:56:46,380
that we have we don't want to limit ourselves to any particular type of excellence so that's true

665
00:56:46,380 --> 00:56:51,540
to that end uh this has been another episode of Pivotal conversations and thanks for listening

666
00:56:51,540 --> 00:56:52,980
we'll see everyone next time
