Evan Kirstel | Micron Insight 2019


[Voiceover] Live, from San
Francisco, it’s theCUBE. Covering Micron Insight 2019. Brought to you by Micron.>>Welcome back to Pier 27 in
lovely San Francisco everybody. I’m Dave Vellante with
my co host David Floyer. And you’re watching theCUBE, the leader in live tech coverage. Evan Kirstel is here, he’s
a social digital influencer. First time on theCUBE,
Evan, great to see you.>>Thanks for having me. First time’s the best.>>Ah, you’re very welcome. And it is beautiful out here. I mean, October is the best
month in San Francisco. Way better, way warmer than July. I mean, you live out here.>>I mean, holy cow.
>>Absolutely.>>All right, let’s get right into it. You’re just fresh off of Mobile
World Congress down in LA.>>This morning, yeah, 5G on the brain.>>So, what do we need to know about 5G?>>You know, I think my big takeaway as an industry observer is that 5G is real, and it’s now. I mean, we’ve seen five, 10 years maybe of hype and expectation and
marketing buzz and even spin. But I think we’re now in the business of practical deployment,
scaling, rollouts of networks. And that’s, you know, as a industry observer, is quite exciting.>>So what is 5G mean
for the average user? I mean, is it going to be
like going from dial up to, you know, high speed internet or?>>You know, it’s going to be interesting. The average user I think
will experience, you know, like a 10X increase in their
current experience on mobile in terms of uploads and
downloads and speed and latency and that kind of thing,
which is super exciting. It’s going to blow people’s minds.>>10X, I’m stoked if I get a 10X. I mean, when? When can I get this?>>It’s when and it’s where, right? I mean, if you look at how
these networks are evolving, there are hundreds of
thousands of small cells of base stations that have to be deployed nationally to get 5G ubiquitous across the country. So it’s when, it’s where, it’s how. But we’re here. We’re at the starting point and look for the next
years and months ahead to see that real traction.>>If I could just break
in here for a second? If I look now when I
travel around the country, I still have 4G, I still
have 3G, I still have EDGE, I have, all the old ones are still there. And it’s taken forever
even just to get to 4G. So isn’t the rollout of this
going to take a long time, a sort of 10-year horizon?>>I think to get ubiquitous
coverage, indoor, outdoor, suburban, urban, rural,
it’s going to take 10 years. But if you look at those hot spots that generate a lot of activity, whether it’s, you know, indoor
coverage in an enterprise, whether it’s a, you know, the Bruins playing in Boston Garden, I mean, those are where 5G is really going to come into play first. And then it’s going to sort of go outside of those urban, dense areas.>>Dave: You mean like the fan experience? Within the venue?>>The fan experience is huge. I mean if you go to any, you know, baseball, basketball, football game, you know what the experience
is like, pretty bad, right?>>Dave: Yeah, right, horrible.>>So those kind of
hotspots are ripe for 5G, like, right away, today, now.>>So and, by the way David,
sometimes I get 5G on my phone, and I feel like it’s fake 5G.>>David: Yeah, it is fake 5G.
>>It’s like HD ready. What’s that all about?>>Well, you know, these networks evolve and so the carriers are maximizing 4G, including giga speed on 4G, and 5G is really an overlay
to these existing networks. And so as you get your
next Samsung, you know, 5G-enabled device, as Apple next year comes
out with a 5G iPad, you’ll then begin to use these services as you use your existing devices.>>Can you help us understand the fundamental architecture of 5G? My understanding is
it’s, you know, no base, is more distributed and
that’s part of the reason why it’s taking so long to roll out. But what do we need to know about that?>>I think it’s a brand
new area interface. So if you think about
the current radio on 4G, they reinvented the wheel with 5G, which means you can support
a huge number of endpoints of IOT devices, of
wearables, of, you know, home access points. And so it enables almost
a 10 to 100X more devices in terms of scale. So while the end user may think
this is business as usual, what’s really happening
on the network side is pretty revolutionary. And once the networks are
primed and built and ready, what’s going to be
happening on the device side is going to be really extraordinary. You’re talking about 8K
video on a mobile device or augmented reality through a, you know, new kinds of glasses. And so it’s sort of a
chicken and egg a little bit, you know, which is going to come first, the network or the credible new devices? So we’re seeing now the
networks being put in place for those wave of devices.>>Yeah, which makes sense. The device manufacturers
don’t want to over rotate into something that’s not quite ready.>>But if you look at the network, it’s, you have to have a lot of devices very close to each other, don’t you? I mean, in my area, they’re
holding these hearings about radiation and
everything else like that, which is never really a problem unless you’re underneath an old pole.>>Yeah, I mean, there’s
a lot of FUD, you know, fear, uncertainty, death around 5G and …>>Just the practical thing,
you’ve got to have all of these, lots of these very close and the exposure to
having a gap of some sort is pretty high, right?>>Yeah, I think it’s an issue
with frequencies as well. Right now we’re seeing,
sort of, high frequency 5G deployed for those dense,
urban, suburban areas. We’re going to see more
spectrum rolled out next year. The FCC’s putting out new auctions, so you’ll see lower bit rate 5G rolled out for suburban and rural areas. So it’s a work in progress but the fact that we have first devices, first silicon, first
software, first networks, is kind of a big inflection point.>>But I’m inferring there’s
some kind of, at the back end, there can be a lot of machine
to machine communications? So that kind of sets up this
whole IoT and EDGE discussion and, of course, that means more data. What can you, sort of, tell us
about sort of how that’s going to affect really the amount of
data and how we use that data?>>Well the data explosion
is extraordinary. I mean, we experience
this as early adopters here at the table every day. And so, no one’s ever said, you know, my network’s fast enough, is
good enough, secure enough. There’s always that
insatiable appetite now given the connected
world in which we live. And so, it’s not just the network speed, it’s the input output of the device. I mean, we have latency that, frankly from these networks, operates at the speed of the human brain, you know, in milliseconds in terms of input output on the network. And so that’s really going to
change the user experience, too, in the way you do
gaming, or collaboration, or video conferencing, video calls, you know all these services we use today will be much more tuned
to how we live and work.>>So dial up to high speed
internet was obviously …>>Dial up? Are you on dial up Dave? Are you telling me you’re …?>>You go back. I’m old so I know, I remember this stuff. But that was a significant
change obviously.>>A step change, yeah.>>Really, a step function, exactly. But subsequent to that,
it was, I could do more, but it was just so much more data and apps were flowing through the network that it really didn’t
change the experience. A little bit maybe. Actually, you know, I have to be careful. I watched the Patriots game
on the plane on the NFL app on the way out here, which, you know, you couldn’t probably have
done a year or two ago. So that was, that’s goodness. But generally speaking, the experience is substantially similar. Will, you said a 10X before, will the user actually see a difference, like that kind of dial up
to high speed step function? Or is it going to be sort of a slow roll?>>I think the user will
see a big improvement because of the efficiencies of the network and the way in which
data is kind of throttled and limited today with 3 and 4G networks. I think, more interestingly, is how businesses and enterprises and SMBs will consume 5G. I mean, there are a lot of
antiquated networks out there, whether it’s legacy wired network, DSL, whether it’s, you know, crappy
WiFi that we all experience in hotel rooms. 5G has the opportunity to come in and really displace
all of that legacy crap that’s in our networks, and give users in those
enterprises, hotels, venues, a brand new experience. And when’s the last time you
had bad hotel WiFi, right? So the idea of getting
rid of a legacy network and delivering those high speed services from the public network, that
sort of private networking, is a really exciting
opportunity for the carriers and really for the B to
B enterprise as well.>>Well, the technology
suppliers are pumped about this because they’re …>>They’re pumped and look
at their profitability, their revenue, their sales,
I mean, everything’s up.>>Well and the thing is that
the carriers, like you say, they have no choice. I mean, to remain competitive, they have to consume,
they have to spend more.>>And what a great time in
the mobile industry, I mean, to be a consumer of devices and services. I mean, the consumer, the businesses are winning in this market.>>So tell us about Mobile World Congress? What was the vibe?>>It was very buzzy. I mean, there were lots
of real world applications on display, whether they
were wearable devices for health care and
hospital IT applications. There were examples of remote
controlled autonomous shipping and autonomous trucking, you know, monitored, supervised with 5G. There were examples of
vehicle-to-vehicle communications for accident and safety purposes being deployed in the
next generation of cars, you know, baked in. And so, 5G’s gotten very practical now. It’s like, OK, we’ve built this network. We have silicon, we have
software, we have storage, memory. How do we deploy it? So it was very focused on deployment, usage and applications.>>If you take that one,
the automotive for example, if you’ve got health and life and if you can’t guarantee that you’ve got connectivity to it, what’s the value? For example, wouldn’t you prefer a vehicle-to-vehicle direct communication as opposed to going outside
to some third party? It’s much faster and much safer.>>Yeah, exactly, exactly. And there’s a new technology
called vehicle V2X, or vehicle-to-vehicle standards that are being baked so that …>>But that’s not 5G.>>It’s based on, 5G’s
a family of standards, and so one of the technologies
within the 5G family is vehicle-to-vehicle. Qualcomm’s doing some amazing work there. And once the automobile manufacturers bake that technology into cars, the car manufacturers can then
build in vehicle avoidance, vehicle collision
technology, and so forth.>>So, I’m inferring that there was some talk about AI, right?>>Evan: Lot’s of talk, yeah.>>At Mobile World Congress. You’re going to hear a lot about it here. What about the ecosystem
that’s emerging to support 5G? There’s got to be a whole value chain, specialized chips, I mean, obviously Micron, you know,
wants to hop on that bandwagon.>>Yeah, and you know
the whole supply chain has to come together. And Micron, powering all of these devices with memory and storage, to the application developers, to the OEMs, to the network providers, and so that ecosystem
is getting really baked, fully baked and integrated. And that was on display at MWC too, so all these things are coming together and I think it’s pretty exciting. As a long-time skeptic like yourself, I saw some real-world examples.>>No, I know I seem,
I’m excited about it. I’m just not holding
my breath that, ah …>>Don’t hold your
breath, not recommended.>>No. I can’t wait. That’s great. Evan, thanks very much
for coming to theCUBE. It’s great to have you. Appreciate your insights.>>Thanks so much.>>All right, thank you for watching. Keep it right there everybody, we’ll be back from Micron
Insight 2019 from San Francisco. You’re watching theCUBE. (tech music)

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