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Hey, It's time for Windows Weekly. It's the show that sticks in your brain like a Windows 10 nag screen.

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I'm Fr. Robert Ballecer, SJ. The digitial jesuit in for Leo the Fourth who is currently, on a boat.

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But of course, it's a special edition because we got Paul Thurott and Mary-Jo Foley, they are bringing the fire to Microsoft Ignite.

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Uh, Mary-Jo, Paul, so good to see you, you're in some sort of?

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Mary-Jo: It's a connector.

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Paul: It's a connector.

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I'm not sure what that means,at ome point you're going to have to tell me, but,

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You look good, you sound good, and it's nice to have you straight from one of the biggest microsoft events of the year.

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Tell me, for the folks who haven't watched windows weekly, and are joining us for this show,

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What is Microsoft Ignite supposed to be?

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Paul: What is it supposed to be?

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What it is, is the biggest show in the world for IT hosts



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20,000 people

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Mary-Jo: 25

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-25,000 people, all of them crammed into this room
Off of a small hallway between two gigantic conference centers


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Mary-Jo: It's the show for everything.

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-It's like the show for all microsoft technologies.
Windows, sharepoint, (inaudible)...everything you would like in one show, no xbox.

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(Fr. Ballecer) Wait, no xbox?

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There was a small bit of onedrive news this week, that justified my travelling here.


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Now, every year at Ignite, we seem to be walking away with takeaways.
Things that you like the most.


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You've had just a little bit of time and I understand
it was a late night because

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Mary Jo decided you need to try every craft beer in Atlanta,
But, what have been the big ticket items so far?

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Big Picture, I would almost say security.

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-Yep, for sure.

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Security, artificial intelligence, machine learning, as well.

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Well the transformation of the cloud.

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-Right.
-Which is kind of ongoing.
-Definitely.

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So I feel like the messaging we hear is microsoft is all in, in the cloud.

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All in on security.

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All in on sharepoint. I have to keep going back to sharepoint.

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- Who doesn't.

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-Everyone.

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I know, security is pretty across the stack. When you think that its a big deal its not just high tech security


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Not just server icloud security

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It's security even in the fabric.

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Right, it's a hybrid.

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The message was hybrid.

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What microsoft means by hybrid cloud is a little more comprehensive than some of the other members.

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I found a new way to get quite excited,
Hybrid is an activity, right?

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-Oh, that would get her very agitated.

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(Fr.) Has there been much talk about Windows 10, internet of things edition?

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No.
-No.

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A little but not alot.

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Actually, there really hasn't been alot of windows 10

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There was obviously some security enhancements in the anniversary update, some coming things as well.

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-Right.

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Edge is getting some sort of security isolation technology.

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That may or may not make it's way to other apps,

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Browsers.

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- That was code named Barcelona. Did you know that?
- Now I do.

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Thats a really interesting feature because it's suppose to use containers in windows 10.

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In the browser to isolate possible malicious attacks, and be able to detonate those to the side.

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So, very interesting technology, something we'd heard rumored.

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I thought it might have been a previous version windows 10. Never made it, so its looking like red stone 2.

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-Yea, Spring.
-Spring. "Whatever that means".

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Some of the news has been trickling back here from the day 1 keynote when Scott officially made the announcement that

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Windows 10 is now on 400 million devices. How solid of a number do you find that?

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Of course we've dropped down from the official target of a billion devices by the end of the year.

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Will they make half a billion before the holiday season?

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Thats interesting.
- I think so, do you?

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So at the current clip, no.

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Of course you see a seasonal bump because of the holiday. It's possible.

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They don't have that kind of a goal, right?

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They were talking about 1 billion active PC's by 2018.
-2018


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That's moved out a bit obviously since the original proclamation.

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Which I'm sure they regret.

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But they do still plan and expect to get up to 1 billion active devices.

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-Around that time or slightly later, perhaps.

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They still are saying 1 billion, yes.

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Right, I would be surprised if they hit half a billion by the end of the year.

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(Fr.) Would that count devices that have been upgraded then downloaded several times?

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Paul: Yea, that would get counted twice, ha ha!

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Because, I've got like 15 devices on this laptop.

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Actually it's interesting as you move from selling software to store

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Where you can say we shipped x number of these boxes

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To counting something that seems a little more ebulous

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Just monthly average users or in windows 10 case,

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active devices.

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This is actually an instance where this is a more meaningful real world number

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because it's instances of the op system running and being used actively.

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It's actual users,

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In the past when ms used to sell 20 million in windows 7 licences a month.

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It was a real sale. It was something they could put down in the books.

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But those things weren't neccesarily brought up and running

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Most of them probably were not a month

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That's the nature of that style of accounting.

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I think for normal people, looking for something that is a real world metric

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active devices is a real good one this time
-yea.

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An accurate one.

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It does make it a little hard to compare it to previous versions

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and how they were doing at this point

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With windows 7 they weren't talking about active users. It was a different metric.

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So, I think this a good metric.

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I think it means people are actually using it vs. just have it on a shelf somewhere.

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For use maybe one day.
-Exactly.

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Paul: Or maybe running another version because alot of time

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in windows 7 day, it's hard to imagine they would have went back to vista but

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alot of businesses might have been running XP

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in other words, what they're buying is a windows 7 license

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because thats what ms is selling but you get downgrade rights on that licence.

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They might have gone back to an earlier version of the OS

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Hard to tell from those numbers how many people 
were actually using it

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which is why you see shared numbers from market share or whatever are kind of interesting.

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MS can look at how many machines are hitting win update everyday or whatever

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-Mmhmm.

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Get figures that way as well.
-yep.

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Would there be a better way to count this?

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Is there a better metric that would show actual engaged windows 10 users?

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I think for windows this is the most accurate way to gage the success of this thing.

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I think this is the way to go.

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They don't do this with everything else.

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One of the things we sort of complain about is you try to understand how microsofts various businesses, they have

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different ways of judging the success of different businesses

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or products.

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When the xbox one fell behind the PS4 for example, they stop sellling

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guess how many of these things they sold

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Now they talk about engagement.

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Which is things like number of hrs. spent on xbox live.

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against number of hrs. playing games against other people..

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I think those numbers have their value.
-Yea.

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Like with windows, I sort of feel like those sales mean something

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because it's a retail product literally shipped in boxes
-right.

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A sale's a sale.

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Those kind of things make sense.

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Obviously they're accounting for things in different ways depending on the product

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Have either of you been able to play at all or see a demo of one of the technologies that

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was announced at ignite?

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That is that edge is gonna run in a micro vm

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not a regular vm, but a very lightweight vm that should

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sandbox it off completely from the rest of your system

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I'm excited by this, I saw a demonstration

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of similiar technology that

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was released over at the intell developer forum

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And I couldn't believe how far they come, it was so fast to load

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it was basically a 15 milisecond delay over what you would get

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just starting the app.

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Is that hitting the floor, can you actually see it, or

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is it in the preannouncement stage?

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It's gonna come out to insiders first and it hasn't come out to them yet

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So, i dont think unless there's some sort of simulation demos

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I dont think so.

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Paul: So its a RS2 feature, something thats gonna come

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in the spring.

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It's probably gonna come to other applications in windows, in 3rd party apps, and 3rd party browsers

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Mary-Jo: Yes.

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Which where it gets interesting.

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Not because I feel that edge is ever going to have meaningful usage here but

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You want to protect the whole range of users obviously

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So hopefully that happens quickly as well

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Mary-Jo: If you go back and you look at what ms done in this space

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they're were all these ms research projects

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dating back 10 years

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Where they were trying to figure out what you could do

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in the browser

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to isolate potential malware attacks, malware and other kinds of attacks

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and I feel like this has finally becoming a product

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now that they've researched all that

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Other things like gazelle, all these weird code names coming out of

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ms research

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where they were doing the work in that space

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I feel like this thing barcelona, has to do with containers, windows 10

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is kind of the fruition of all that.
-yea

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Maybe maturing is the wrong way, but sort of an evolution

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on thinking behind security for a long time was trying to

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proactively figure things out

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use machine learning and different things

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Frankly, we're almost at the point now you want to control

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the scope of damage so we sort of almost accept that on a clients system someway

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something is gonna happen.

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If you can relegate that and have it stay in that one place

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you're impacting the security of everybody in a very positive way

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that's a very important thing to do

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I think this edge and some of the other things we see

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in windows 10, office 365, across the stack

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is kinda aimed at that.

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These things are gonna happen

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Let's just isolate it to the place where it happens
Mary Jo: yea

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And prevent it from spreading.

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(Fr.) I like that idea that this is gonna spread to other apps of the programs in the windows ecosystem

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or even 3rd party because

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ultimately, isn't this where we go

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If windows 10 becomes really secure, shouldn't it essentially become a hypervisor

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and everything and just runs in micro vms

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Paul: Right its almost the universal windows app

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universal windows pocket app model

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contain everything, virtualize everything

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and keep everything seperate from each other
Mary Jo: Right.

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Apply to security.
-yup.

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What needs to happen between now and then? So what's holding us up from running everything in vm?

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This has actually been in the news for windows for quite a while

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that windows 10 was gonna support this.

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It seems like only the enterprise nerds are really excited about it

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That's where it hits first
Mary Jo: Right.

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Where hypervisors are already are in windows 10 containers

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is the enterprise version

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It's gonna be there first, I would guess.

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Paul: It's a step too, isolation technologies

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is whatever form they take

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Containers and whatever kind. App v or med v back in the day

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These are the type of technologies (I'm getting attacked, heh)
(Mary Jo laughing)

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That debut in the enterprise

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(Both laughing!)

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I'm literally collecting flys.
Mary Jo: You are!

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(Fr.) Welcome to Atlanta!

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Paul: I had BBQ for lunch, I..
Mary Jo: Lemme try again

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-Yea, hit me please

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(Thud!)

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(Fr.) Ha! Ha! Ha!

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Sorry, I kinda got it

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(Fr.) She wasn't even aiming for the fly!

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Sorry.
-That really hurt.

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We have to talk a little about Assure, about cloud

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Of course that's been a big focus

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Something I heard on the keynote

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Surprised me, was that ms really liked this idea of pushing for azure as just not a service platform

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Not something you just drop something else on top of

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Which seems to be a little counter trend that we're seeing in the industry

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More and more vendors are coming out like vm ware saying

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"We want you to not care about what cloud service you're on"

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"In fact, we want you to use multiple cloud services without being able to tell the difference"

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(Fr.) Why is ms going in that direction?

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Are you talking more hybrid now?

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Like how they're kind of redefining hybrid or defining it?

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Precisely, the new definition of hybrid is not just cloud and premise

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it's premise, cloud, cloud, cloud

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You should be able to use multiple cloud vendors, without even knowing the difference

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Mary Jo: Right, and also, Scott made this point repeatedly,

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some other vendors that talk about hybrid, what that means to them

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is being able to plug your ipram to your cloud

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and thats all it means.

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He kept emphasizing during the keynote, we also need common api, common resource manager

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We're talking about all different levels of the stack even up to things like the database

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We wanna make it a common environment so that if you

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If youre on pram the cloud isn't so foreign

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and it's easier to connect to.

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But it's not a pure networking thing. '

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Like plug your iprom into the cloud.

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and this is where azure stack plays in, which is ms

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coming hybrid system where its going to be kind of a

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a custom version of azure on premises hardware

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That partners and customers can run on their own data centers.

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Paul: Right.

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So even that is just a piece of ms hybrid strategy.

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I feel that ms has a much more complete strategy there.

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Paul: Yea, thats exactly right.

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Paul: The word is comprehensive. Aside from the obvious stuff, ms is the only vendor that can bring on prem systems into this world

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In stages, deployments, I'm sure in the early days we thought

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It would be all cloud at some time but realistically, it will be mostly cloud

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and a combination of private, public cloud and i pram going forward, whatever

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ms pushes things in interesting ways, you think about the ireland email issue

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you want to have data that is different countries for different reasons, a country like Germany

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where you have laws on data from that country

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has to be stored in that country

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and they address those issues

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it's kinda obvious how that happened

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but then the next step is what about multi-national companies?

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what about companies with branches everywhere

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how do you determine the data from various parts

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of that company is stored. Thats the next step.

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Mary Jo: There are rumors that google tomorrow

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Thursday, is going to announce along the lines of what they mean by hybrid

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or even private cloud

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Paul: Try not to laugh

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Mary Jo: I'm trying not to, yea

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I think that its interesting ms made this a big theme

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because they know something is coming tomorrow

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I dont know what it is, alot of rumors

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Paul: It doesn't matter what it is, google had an internet in a box solution

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at one point.
-yeah.

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I don't think they offer anymore

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Google's a great company, great technology, great solution for alot of people and companies

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But they'll always be bound by the fact that they're a cloud kind of company

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Thats when they came of age

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MS biggest advantage in some way is that it grew up with

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the enterprises that it serves.

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It's making this transformation to the cloud

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It can bring these companies with them

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and offer them both sides of the equation

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I'm sure whatever they offer will be fantastic.

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It's no way they can address this to the way ms can.

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Mary Jo: Right

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It's funny I see over and over analysts

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watch this industry's saying of course ms wants hybrid cloud

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they've got all this on premises stuff

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what are they going to say otherwise?

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I think if ms had it's choice, it would love if everybody was in their cloud

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Paul: They'd prefer that

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They would rather have you get off of on prem

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I feel that because ms has the enterprise chops and the enterprise customers

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they understand that not everybody can bring every workload

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to azzure

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Paul: And most don't want to right now and that's the point

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(inaudible) Thats where the customers are

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Mary Jo: And also, comliance reasons, they're alot of reasons

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that people can't move everything to the cloud

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When you hear people like amazon say "nobody really wants private cloud"

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it goes against what I hear people say.

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Public cloud with 2 day shipping.

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Mary Jo: Yeah.

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Paul: I think the fly is in my hair, btw.

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(Fr.) Did you go for the fly again? Just give it a bigger whack

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- It's ok
-I'm here to help, ha ha.

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(Fr.) We also had the announcement that Adobe is going to be using

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Azure as the "preferred cloud provider"

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Paul: See you got, yea

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Mary Jo: That's an interesting one.

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We were discussing this earlier,

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- So one of the big things at the keynote that we didn't mention

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was MS charted out Adobe and said "Hey bud, btw, Adobe is now using Azure as it's preferred cloud vendor"

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So try and parse this and figure out what that actually means

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has been interesting.

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I wondered if it meant any Adobe services in adobe's cloud or in aws because alot of

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other services are on aws are now moving to Azure.

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A press release that MS put out did not say that

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So I don't feel like I could say that

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Paul: Alot of people took it that way.
- I know.

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I think the reality is that adobe that MS serves companies have different needs

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Some of them for some reason may want to go to aws
-Yes.

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And that will be their option.

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MS is the preferred vendor
- For some.

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It doesn't mean its going to be the vendor
- I know

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Mary Jo: It wasn't clear because they talked about the creative cloud

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the document cloud, the marketing cloud all coming to

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Azure, right

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But, if I were MS, I acutally got Adobe to only host on my cloud

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my headline would've been a little different on that press release.

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Paul: Sure.

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It would've been "we just kicked aws' butt and everything is on azure now"

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But it doesn't say that, ha

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-We'll get there.

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So we don't really know what this means although it seems like good news

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At least adobe is opening itself to working with MS, not just on

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this but also, in tying to the back end dynamics 365 system thats coming

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there's alot of different parts to the agreement
Paul: Yea

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I think it's a good agreement

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I just wish I knew what it really meant

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Paul: The press release is 127 words, it's kinda small

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What's going, on here?

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(Fr.) Lets keep going down the list on that press release

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Another one of the items was that azure is now available in twice as many regions as aws

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It's got 34 specific regions to operate out of

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What kind of competitive advantage does it give azure over aws?

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So AWS is still the #1 cloud player but,

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pretty much everybody's metrics

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-Right

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Azure's #2 by many peoples metrics.

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I think the scope that MS has is helping them, the more availability that you have

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the more potential you have to pick up customers

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in different markets

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that AWS may not have a data center in.
- Right.

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And also the region center stuff which is important.
- Right.

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I think it's important MS advantage in the scale

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of their cloud is something

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definitely that they should be counting

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but so far they're #2

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still trying harder

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It's great to be #2 when they came out of nowhere

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There's so many other vendors, I don't want to say orracle but i will

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"Hey we're gonna kill AWS in infrastructure"

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and oracle's not even there, so

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I think at least MS has the credibility of being there

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having offerings in both

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in IS and (inaudible)

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and also applications running on azure
-Yea.

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we expect a supply in this market as well

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I think those are the 3 big players
-Pretty much.

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And Icloud obviously

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-Obviously, ha ha

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(Fr.) Last week, Larry Ellison got up at oracle world and

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basically made fun of AWS
Mary Jo: I know.

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Paul: He's the clown prince of technology.
Mary Jo: He is, pretty much

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(Fr.) So is he in spoiler mode now?

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Can he throw punches whenever he feels like it?

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I've covered this industry so long I remember every time

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Oracle would announce something

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Like whatever it was

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databases, any part of the tech industry

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the PR people would just be like

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"Huh, he said we have that?"

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"Really"
-Ha ha ha

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I think it's in his ammo that he just says things then they try to fill in the gaps

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-Right

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The only time I ever saw him in person he was jogging through

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a Las Vegas casino with 20 bodyguards all in black
-Really?

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It was the craziest.

387
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-Were they all women?
- No, ha ha, no

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That would have been excellent, like a James Bond movie.

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It was just some crazy Muhammad Ali moment
-Wow!

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(Fr.) He did say that amazon was literally 20 years behind