Parhaat TheCUBE Podcastit (2024)

In this week’s episode of theCUBE Pod, industry analysts John Furrier and Dave Vellante delve into the fierce competition between Snowflake and Databricks, focusing on their distinct strategies and market positions. Vellante highlights Databricks' faster growth and its cleaner revenue model, contrasting it with Snowflake's integration of AWS revenu…

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62. The Great Iceberg Debate & A Conversation with Snowflake CEO, Sridhar Ramaswamy 36:03

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In this week’s edition of theCUBE Podcast, recorded during Snowflake's Data Cloud Summit, the discussion centered around the challenges of creating governance standards across various compute engines. Snowflake's strategy to open-source the Polaris Catalog and the importance of its Horizon solution for advanced governance were key topics.New episod…

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61. Databricks Disrupts Snowflake’s Moat, Erratic Earnings, To IPO or Not 1:00:15

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In episode 61 of The Cube podcast, theCUBE Research analysts John Furrier and Dave Vellante dive into the latest enterprise news and technological advancements, including significant developments in AI, such as Elon Musk's $6 billion fundraising and OpenAI's strategic media deals with Vox Media and Atlantic.New episodes every Friday. Subscribe for …

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60. AI Shockwaves, AI PC’s go Win Arm, Building Open Source Moats 1:16:24

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59. The AI 2024 Wars 1:07:52

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58. Conversations with Boomi CEO Steve Lucas, Zscaler CEO Jay Chaundry, and Red Hat CEO Matt Hicks 1:01:17

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On this weeks edition of theCUBE Pod we listen in to theCUBE's coverage of Boomi World, RSAC, and Red Hat Summit. (00:43) First John Furrier sits down with Boomi CEO Steve Lucas, (23:08) followed by Dave Vellante's conversation with Zscaler CEO Jay Chaudry, (39:58) then wrapped up with Rebecca Knight & Rob Strechay's talk with Red Hat CEO Matt Hick…

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57. Is NVIDIA Cisco or Google? AI vs Internet Bubble, RSA(i) Preview 54:15

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On this week’s edition of theCUBE Pod, theCUBE Research analyst John Furrier and Dave Vellante talk about Nvidia's evolution, the AI bubble vs the internet bubble, and give a preview on RSA Conference 2024. First up, Vellante shares insights on Nvidia's position in the market, sparking a debate on whether it's more akin to Cisco or Google.New episo…

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56. Are Americans Lazy, Chips Culture Clash, AI Arms Race, Rubrik IPO 56:31

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In episode 56 of the theCUBE Podcast, theCUBE Research analyst John Furrier and Dave Vallante discuss a wide range of topics, including the elimination of non-compete agreements, the acquisition of HashiCorp by IBM, challenges faced by Intel in the chip market, and the performance of companies like Microsoft and Rubrik.New episodes every Friday. Su…

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55. Kara Swisher Rants, Silicon Supply Chains, SAS Innovates 44:02

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54. Andy Jassy calls regulation illegal, intel hurting; is Nvidia a Monopoly? Google Cloud catching up fast 1:12:27

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Andy Jassy calls regulation illegal, intel hurting; is Nvidia a Monopoly? Google Cloud catching up fastKirjoittanut SiliconANGLE

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53. AWS' AI Blueprint, Microsoft Security Fail, Intel Foundry Bleeding 1:10:14

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New episodes every Friday. Subscribe for weekly tech analysis. Spotify: https://lnkd.in/ge_TNsSX Apple Podcasts: https://lnkd.in/gGYj5sUQ YouTube: https://lnkd.in/g5NaFcRuKirjoittanut SiliconANGLE

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52. SBF Gets 25, DBRX & The LLM Olympics, Open Ecosystems v NVIDIA 46:44

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On this weeks edition of theCUBE Pod, John & Dave talk about Sam Bankman-Fried's 25 year sentence, Databricks announcement, and the modern IPO.Kirjoittanut SiliconANGLE

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Reactions to Nvidia GTC24, Broadcom's Investor Day, and AI Factories 1:03:28

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During episode 51 of theCUBE Pod, John Furrier, executive analyst, and Dave Vellante, chief analyst at theCUBE Research, talk about the hype around Nvidia and their conference in San Jose, CA, as well as Broadcom's Investor Day, as well as President Biden's $8.5 billion microchip grant.Kirjoittanut SiliconANGLE

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50. The TikTok Ban, What's Fake What's Real? Bitcoin Rising 51:21

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On this weeks edition of theCUBE Pod, John and Dave talk about the House banning TikTok, the issue with AI and misinformation, and bitcoins continued rise.Kirjoittanut SiliconANGLE

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49. Broadcom Update, theCUBE Look Ahead 26:15

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On this weeks edition of theCUBE Pod, John and Dave give an update on Broadcom, news from MWC, and look ahead to theCUBE's event season.Kirjoittanut SiliconANGLE

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48. Nvidia the next monopoly? Intel throwing the Hail Mary ? 45:43

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47. Zuck & Hock, MWC Preview, the Battle for Enterprise AI 56:47

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On this weeks edition of theCUBE Pod, John & Dave talk about Meta CEO, Mark Zuckerburg's take on the Quest 3 vs the Apple Vision Pro, preview Mobile World Congress, and the battle for enterprise AI.Kirjoittanut SiliconANGLE

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46. Cohesity & Veritas Exclusive, Sam Altman & Meta go for trillions, AI Chip wars 1:17:46

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45. AI Not Lifting All Boats (yet), Cisco's AI Opportunity, Intel's Uphill Battle 1:00:54

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On this weeks edition of theCUBE Pod, John & Dave give an AI update, and riff on Intel's uphill battle.Kirjoittanut SiliconANGLE

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44. Getting AI ROI, Broadcom's Game Plan & IT Infra Futures 39:34

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On this week's edition of theCUBE Pod, John Furrier & Dave Vellante talk about enterprises possibily gaining a return on AI investments and Broadcom's 2024 game plan amidst its VMware assimilation. They also talk about their plans to attend various events, including the 11th annual IPO Summit in New York and the growing importance of AI in 2024, it…

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43. Crypto Tailwinds, Carta Crisis, Massive Layoffs Fuel AI Startups 1:00:09

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On this weeks edition of theCUBE Pod, John and Dave talk about the momentum with crypto, and the opportunity the tech layoffs present for startups.Kirjoittanut SiliconANGLE

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42. Perplexity Raised, Smaller LLM's & 2024 Optimism 1:01:00

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41. Year End Review, 2024 Predictions & Stocks to Watch 1:02:01

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On this edition of theCUBE Pod, John and Dave wrap up 2023 and give their predictions for 2024.Kirjoittanut SiliconANGLE

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40. David vs Goliath AI Battle, Intel vs NVIDIA, Government vs Industry 1:03:07

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On this weeks edition of theCUBE Pod, John & Dave riff on the AI battle, AI regulation, and touch on the chip wars.Kirjoittanut SiliconANGLE

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39. Chip Wars, New Data Architecture, AI Winners & Losers 1:05:43

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On this weeks edition of theCUBE Pod John & Dave talk about the chip wars, update from Supercloud 5, and break down the AI winners and losers.Kirjoittanut SiliconANGLE

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38. Battle for AI Supremacy - Who Wins? Is AWS or Microsoft at Risk? 57:14

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On this weeks edition of theCUBE Pod, John & Dave talk about the copilot announcements out of Microsoft Ignite, update the week at Super Computing 2023, and discuss the impact of AI on applications.Kirjoittanut SiliconANGLE

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37. Open AI's Launch; Is Watsonx Real; Scoring Innovation 1:04:46

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36. SBF Guilty as charged, AI back in Palo Alto; CISO charged in enemy cyber attack 1:06:43

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35. AI Cloud Collision, Investor Uncertainty, Supercloud 5 1:07:36

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On this weeks edition of theCUBE Pod, John & Dave talk about the hypersacaler earnings, investor uncertainty around AI, and the exciting announcement of Supercloud 5!Kirjoittanut SiliconANGLE

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34. Broadcom & VMware in the Red Zone, Cloud AI Wars - Who Will Win? 56:08

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On this weeks edition of theCUBE Pod, John & Dave talk about the Broadcom & VMware merge, and give an update on the cloud wars.Kirjoittanut SiliconANGLE

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33. Israel Conflict, SAS Championship Pro-AM 43:02

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On this weeks edition of theCUBE Pod, John & Dave talk about the conflict Israel, John's experience at the SAS Championship pro-am event, and rants of the week.Kirjoittanut SiliconANGLE

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32. MGM Hack - To Pay or Not to Pay? Dell Hands Out Cash to Investors. Flexport Drama, More Layoffs 1:07:14

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On this weeks edition of theCUBE Pod John & Dave riff on the current state of the economy, Dell's financial meeting in NYC, and the UK Antitrust focussing on AWS & Microsoft.Kirjoittanut SiliconANGLE

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31. Big Tech Under Siege, Amazon Counterpunches AI & a DNA Test for AI Fair Use 59:50

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On this weeks edition of theCUBE Pod, John & Dave discuss Lena Khan's attack on Amazon.Kirjoittanut SiliconANGLE

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