theCUBE Podcast

69. AI Bubble, Big Tech Bullseye, Security Community Unites

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 revenue.New episodes every Friday. Subscribe for weekly tech analysis.
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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 episodes every Friday. Subscribe for weekly tech analysis.
Spotify: https://lnkd.in/ge_TNsSX
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YouTube: https://lnkd.in/g5NaFcRuIn the first segment, Dave Vellante, chief analyst at theCUBE Research is joined by George Gilbert, principal analyst at theCUBE Research, and Sanjeev Mohan, principal at SanjMo, as they discuss the difficulties in standardizing open table formats such as Apache Iceberg, describing it as "herding cats."To see John and Dave in action, follow theCUBE's live event coverage at https://www.thecube.net/The episode also featured Snowflake CEO Sridhar Ramaswamy, who discussed the company's rapid advancements, including the Cortex AI project and its vision of being a leading data cloud platform. Additionally, the ongoing rivalry between Snowflake and Databricks was explored, with Databricks' acquisition of Tabular Technologies being a significant move in the battle over data storage standards.Read more about the current episode of theCUBE Pod https://siliconangle.com/2024/06/10/data-cloud-summit-thecubepod/This Week in Enterprise:Jensanity! Nvidia valuation tops $3T — until regulators and naysayers weigh inHave we reached peak AI? This was a week in which CEO Jensen Huang’s Nvidia hit $3 trillion in market capitalization, only to fall back below that mark on reports of an antitrust probe by the Justice Department. Easy come, easy go.Meantime, some people are questioning if generative AI will catch on quickly enough to justify all the money still flowing in and policy arm-wrestling continues. But others such as McKinsey are more optimistic, and as Paul Gillin’s deep dive indicates, at least some companies are getting a handle on the all-important task of managing the data for AI.Speaking of which, at its Data Cloud Summit this past week in San Francisco, Snowflake made its case for an integrated data compute platform while opening up to more outside technology. But archrival Databricks, which photobombed the event with an announced acquisition, will make its own case for even more openness next week at its Data + AI Summit.Amid mixed enterprise tech provider earnings, HPE and CrowdStrike nonetheless beat estimates and investors cheered. Next week: Oracle and Broadcom, bellwethers in cloud — where Microsoft oddly laying off a lot of people from Azure — and in semiconductors. Plus, Adobe, a software-as-a-service indicator.Also, next week, Apple holds its Worldwide Developer Conference, likely revealing its AI cards, in particular a deal with OpenAI as well as Apple Intelligence.Check out the full article https://siliconangle.com/2024/06/07/jensanity-nvidia-valuation-tops-3t-regulators-naysayers-weigh/For daily news for CIOs, check out our parent publication at https://siliconangle.com/Watch the full lineup of theCUBE Pod https://www.youtube.com/playlist?list=PLenh213llmcYe7nXWic9QsnHUD5fqbEwu

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 weekly tech analysis.
Spotify: https://lnkd.in/ge_TNsSX
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YouTube: https://lnkd.in/g5NaFcRuDell's AI-driven server growth is another topic of discussion as the company experiences an impressive revenue spike but flat profits due to high costs associated with Nvidia components. In addition, the competitive landscape between Databricks and Snowflake is explored, highlighting Databricks' Unity Catalog as a game-changing governance engine.To see John and Dave in action, follow theCUBE's live event coverage at https://www.thecube.net/Other tech market shifts, such as the downturn in software earnings for companies like Salesforce and UiPath, and the growing focus on military technology influenced by current global conflicts are also discussed.Read more about the current episode of theCUBE Pod https://siliconangle.com/2024/06/03/snowflake-databricks-furrier-vellante-thecubepod/This Week in Enterprise:Look out below: AI’s double-edged sword slashes Dell, MongoDB, Salesforce and morePerhaps it shouldn’t come as a surprise that the artificial intelligence boom was never going to be unalloyed good for every enterprise technology provider looking to leverage AI.But this week, investors got a taste of the downside and they didn’t like it, sending stocks of Dell Technologies, MongoDB, Salesforce, UiPath Nutanix, Workday and more plummeting as it became apparent that spending on generative AI technologies such as ChatGPT is stealing budget from other tech spending, at least on the software side. And for Dell, all those AI servers it sold didn’t produce better profits because, as theCUBE Research Chief Analyst Dave Vellante says, all the profit in hardware is going to Nvidia.It will be interesting to see how June quarter results for many of the biggest tech providers such as Microsoft and Google fare toward the end of July, but investors will be very wary.Meantime, the battle for AI dominance rages on, as Elon Musk’s xAI raised $6 billion and CoreWeave reportedly is planning a 2025 initial public offering of stock. And companies such as Google, which stepped in the AI mud again with bizarre answers with its new AI Overviews service, are striving the fix generative AI issues that may not have a ready solution.Check out the full article https://siliconangle.com/2024/05/31/look-ais-double-edged-sword-slashes-dell-mongodb-salesforce/For daily news for CIOs, check out our parent publication at https://siliconangle.com/Watch the full lineup of theCUBE Pod https://www.youtube.com/playlist?list=PLenh213llmcYe7nXWic9QsnHUD5fqbEwuPeople mentioned in this podcast:
 #theCUBEResearch #AI #OpenAI #DellTech #Nvidia #Databricks #Snowflake
#Salesforce #UiPathTags: theCUBE Pod, theCUBE Research, Artificial intelligence, AI, OpenAI, Dell Technologies, Nvidia, Databricks, Snowflake, Salesforce, UiPath 

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 Hicks.

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 episodes every Friday. Subscribe for weekly tech analysis.
Spotify: https://lnkd.in/ge_TNsSX
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YouTube: https://lnkd.in/g5NaFcRuThe conversation also explores the
current landscape of AI investments, the role of cloud providers in
cybersecurity and the dynamics of the cryptocurrency market. Additionally, they
highlight the growing importance of AI in cybersecurity, recent developments in
network security startups and the evolving strategies of cloud players like
Oracle.Read more about the current episode of theCUBE Pod https://siliconangle.com/2024/05/06/nvidia-cisco-google-rsa-conference-furrier-vellante-thecubepod/This Week in Enterprise:Enterprise tech leaders profit from the picks-and-shovels era of AI — but investors want even moreAnother spate of earnings this week proved once again that artificial intelligence is driving a lot of upsides among enterprise technology providers.Amazon, Qualcomm, Super Micro and others saw earnings improve as companies continue to invest at least in experimenting broadly with generative AI models. But others such as Advanced Micro Devices, and even AI server provider Super Micro, disappointed investors for not providing even higher guidance for coming quarters. Only in this time of AI frenzy is Super Micro’s 200% revenue gain not enough.AI investment doesn’t seem to be slowing down, though. CoreWeave raised even more money at a breathtaking valuation, but what would you expect for a company that is kind of the pure-play AI cloud? And MongoDB doubled down this week with a spate of generative AI announcements.Meantime, technology to reduce hallucinations and other generative AI model issues is now a venture and market opportunity and an industry priority as it becomes more of a target of regulators and media.And in a bit of a head-scratcher, a National Labor Relations Board judge found Andy Jassy guilty of breaking labor law with what seemed like a pretty mild statement about unions.Next week, an explosion of cybersecurity news is coming as the RSA Conference approaches, starting Monday. We’ve already started our special coverage section that will run through and after the event. And earnings reports are coming from GlobalFoundries, Uber and Lyft, Palantir, Datadog, JFrog, Dropbox and more.Check out the full article https://siliconangle.com/2024/05/03/enterprise-tech-leaders-profit-picks-shovels-era-ai-investors-want-even/To see John and Dave in action, follow theCUBE's live event coverage at https://www.thecube.net/For daily news for CIOs, check out our parent publication at https://siliconangle.com/Watch the full lineup of theCUBE Pod https://www.youtube.com/playlist?list=PLenh213llmcYe7nXWic9QsnHUD5fqbEwuPeople mentioned in this podcast:Jim Cramer, TV personality and author
Jeff Bezos, chairman of Amazon
Jensen Huang, founder and CEO of Nvidia
Adam

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. Subscribe for weekly tech analysis.
Spotify: https://lnkd.in/ge_TNsSX
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YouTube: https://lnkd.in/g5NaFcRuThey also discuss the competitive landscape in the tech industry, including the rise of AI, the importance of cybersecurity and the potential for companies such as Snowflake to reshape the data business. The episode concludes with mentions of the dynamic tech scenes in New York and Boston and the upcoming RSA Conference from May 6-9, Red Hat Summit from May 7-9 and Boomi World from May 8-9.Read more https://siliconangle.com/2024/04/29/intel-ibm-rubrik-ai-furrier-vellante-thecubepod/This Week in Enterprise:AI drives cloud growth and cloud growth drives earnings upside — for someArtificial intelligence drove higher cloud spending this past quarter, and that in turn drove earnings upside for the likes of Google, Microsoft and SAP.Less so, however, for Intel, IBM, ServiceNow and Meta, which haven’t yet seen the AI bump they hope to get or, in Meta’s case, are spending big on it well ahead of the revenue opportunity. That was the gist of a mixed week for tech’s first big slug of earnings reports, with more coming next week: Amazon, Advanced Micro Devices, Samsung, Qualcomm and others.Another positive sign this week for the entire tech industry ecosystem was Rubrik’s IPO, after which its shares jumped 16% in their public market debut. IPOs, in a long drought lately, are what drive returns that are then invested back into startups, not to mention Teslas, local restaurants and already overpriced homes.Meanwhile, IBM bought HashiCorp for $6.4 billion, and Nvidia dug under the cushions of its cash-flow couch to buy GPU clustering startup Run:ai for $700 million. But Salesforce decided spending multiple billions on Informatica didn’t pencil out.As concerns rise about the cost and time to train and run AI models, many companies are offering smaller and more efficient models — a trend that’s only likely to grow in coming months.Lots of action on the policy front this week, as President Biden signed the ByteDance sell-or-ban bill, raising the distinct possibility that TikTok could exit the United States — though there’s a lot of legal wrangling to come before that happens. Two other big policy dictums came down as well: The FCC reinstated net neutrality rules that Trump ended, and the FTC banned noncompete clauses.Check out the full article https://siliconangle.com/2024/04/26/ai-drives-cloud-growth-cloud-growth-drives-earnings-upside/To see John and Dave in action, follow theCUBE's live event coverage at https://www.thecube.net/For daily news for CIOs, check out our parent publication at https://siliconangle.com/Watch the full lineup of theCUBE Pod https://www.youtube.com/playlist?list=PLenh213llmcYe7nXWic9QsnHUD5fqbEwuPeople mentioned in this podcast:
Joe Biden, 46th president of the United States
Donald Trump, 45th president of the United States
Rob Strechay, managing director and lead analyst at theCUBE Rese

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

New episodes every Friday. Subscribe for weekly tech analysis.
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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.

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.

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.

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.

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.

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

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, its impact on technology trends, IT spending and the changing landscape of the industry.

New episodes every Friday!   
https://www.youtube.com/playlist?list=PLenh213llmcYe7nXWic9QsnHUD5fqbEwu

In addition, they mention the significance of AI deployment and AI literacy, as well as the role of companies like Broadcom in providing solutions for AI infrastructure. The conversation also touches on the history of IT transitions and the challenges and opportunities presented by AI.

Check out the current episode of theCUBE Pod https://siliconangle.com/2024/01/22/thecube-pod-2024-year-ai-roi-broadcoms-next-moves-thecubepod/

THIS WEEK IN ENTERPRISE TECH:
Deceptive AIs, Busy Trustbusters and Apple’s Pricey Big Bet

To their credit, artificial intelligence companies and researchers are looking more deeply at the unintended consequences of generative AI.

This week, Anthropic showed how AI can be taught to deceive, though it didn’t offer a solution to that alarming possibility. OpenAI did announce tools to reduce the potential for AI to produce election-influencing misinformation, though it’s not clear why they will be any more successful than Meta Platforms efforts to rein in the problems with social media.

At the same time, investors continue to pour more money into the market and companies keep pushing ahead — including toward the Holy Grail of artificial general intelligence — as OpenAI and Meta and others aim to get to human-level AI, for better or worse.

Meantime, the tech industry as a whole seems to be in a holding pattern, as some companies such as Google continue to lay off workers in the face of what they view as macroeconomic uncertainty. But by most accounts, the economy is surprisingly steady and even improving on metrics such as inflation and, of course, the stock market, and new consumer confidence numbers back up the better vibes.

Gartner even anticipates surprisingly strong growth this year, though as theCUBE Research analyst Dave Vellante will note in his weekly Breaking Analysis this weekend, a cautious outlook remains before sentiment improves for the second half of the year.

Antitrust continues to be a trend into the new year, as Apple ran into a buzzsaw over its Watch and Amazon’s acquisition of iRobot looks all but dead. But Apple is moving on, and today you can finally pre-order its Vision Pro “spatial computing” headset if you have a few thousand bucks to spare.

Read the full breakdown on the latest in tech https://siliconangle.com/2024/01/19/deceptive-ais-busy-trustbusters-apples-pricey-big-bet/

To see John and Dave in action, follow theCUBE's live event coverage at https://www.thecube.net/

For daily news for CIOs, check out our parent publication at https://siliconangle.com/

People mentioned in this podcast:
Julie Sweet, CEO of Accenture
Alan Cohen, general partner at DCVC
Meg Whitman, former president and CEO of HPE, U.S. Ambassador to Kenya
Andy Jassy, president and CEO of Amazon
Pat Gelsinger, CEO of Intel
Kumar Sreekanti, venture partner at Atlantic Bridge Services
Sanjay Poonen, president and CEO of Cohesity
Hock Tan, president and CEO of Broadcom
Steve Jobs, co-founder and former CEO and chairman of Apple
Michael Dell, chairman and CEO of Dell Technologies
Howie Xu, SVP of engineering and AI/ML at Palo Alto Networks
Brett Hannath, CMO of Intel

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.

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

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

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.

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.

theCUBE Pod Episode 36

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!

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

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.

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.

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

On this weeks edition of theCUBE Pod John & Dave talk about the cyber wars and the Cisco acquisition of Splunk. The two then give their rants of the week.

On this edition of theCUBE Pod, John & Dave talk about the cyber attacked happening in Las Vegas, and give an update on the ARM IPO.

On this weeks edition of theCUBE Pod, John & Dave talk about the return of the NFL, Deion Sanders, the streaming wars, and the ARM IPO.

On this weeks edition of theCUBE Pod, John & Dave recap the week at Google Cloud Next 2023, and then talk about the major cloud players, and who is best positioned moving forward.

On this edition of theCUBE Pod, John & Dave discuss Supercloud at VMware Explore, chip earnings soar, and the potential AI brings to the enterprise.

New Episodes Every Friday!
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On this weeks edition of theCUBE Pod, John & Dave talk about the NVIDIA announcements, workers returning to the office, and the battle for generative AI.

New episodes every Friday!   
https://www.youtube.com/playlist?list=PLenh213llmcYe7nXWic9QsnHUD5fqbEwu

New episodes every Friday!   
https://www.youtube.com/playlist?list=PLenh213llmcYe7nXWic9QsnHUD5fqbEwu

On this edition of theCUBE Pod, John & Dave talk about Lina Khan's latest miss, the SAG strike, and Supercloud 3. 

On this week's episode, John and Dave talk about Threads and Twitter as well as the upcoming SuperCloud event.

New episodes every Friday!   https://www.youtube.com/playlist?list=PLenh213llmcYe7nXWic9QsnHUD5fqbEwu

On this weeks edition of theCUBE Pod, Dave & John talk about Snowflake Summit & Databricks Data + AI Summit from Las Vegas & San Francisco. (29:26) Then Dave sits down with Snowflake CEO, Frank Slootman, at Snowflake Summit from the Caesar's Forum in Las Vegas, NV.

On this weeks edition of theCUBE Pod, John & Dave talk about their weeks at HPE Discover 2023 & Mongo DB.local in NYC. 

On this weeks edition of theCUBE Pod John & Dave talk about the latest developments in the gen AI space, and the ongoing protest of the Reddit mod community.

On this weeks edition of theCUBE Pod, John and Dave talk about the current crypto status, and who is winning the AI battle.

theCUBE hosts Dave Vellante and John Furrier sit down to discuss the news and trends of the week

On this weeks edition of theCUBE Pod, John & Dave talk about Ron DeSantis & Elon Musk's rough presidential campaign launch on Twitter Spaces. The two then discuss the implication of regulating generative AI.

On this edition of theCUBE Pod, John & Dave talk about Twitter's new CEO, Linda Yaccarino, and Tucker Carlson's new Twitter show. 

On this weeks edition of theCUBE Pod, John & Dave discuss cloud earnings, and the race to dominate AI. (41:21) Then Dave gives his rant of the week on Lina Khan's New York Times opinion piece calling for the regulation of AI.

On this weeks edition of theCUBE Pod, John & Dave talk with John Chambers at RSAC 23 in San Francisco, CA (33:34).

On this weeks edition of theCUBE Pod, John and Dave talk about the SpaceX Launch, the Blue Check purge, and media's battle with Artificial Intelligence.

On this weeks edition of theCUBE Pod, John and Dave cover the sad news of Bob Lee's murder in San Francisco, and what SF needs to do to fix this problem. The two then talk about Trump's arrest, and what AI unicorns could emerge.

On this week's edition of theCUBE Podcast, analysts John Furrier & Dave Vellante cover the letter to slow AI development. (14:55) Then the two talk about cryptocurrencies and banking in major Chinese banks.  (52:00) John & Dave wrap up the podcast with their rants of the week.

Follow SiliconANGLE and theCUBE for breaking analysis and firsthand insights for enterprise computing and high tech trends for 2023.

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On this weeks edition of theCUBE Podcast, John & Dave cover TikTok CEO Shou Zi Chew's congressional hearing. (30:00) Then the two talk about the continued advancements in AI. (44:34) John & Dave wrap up the podcast with their rants of the week.

On this weeks episode of theCUBE Pod, John & Dave give an update on the SVB situation. (33:40) Then John & Dave discuss the GPT-4 integration in Microsoft products.  (1:04:44) John & Dave give their rants of the week.

John Furrier & Dave Vellante break down the news about Silicon Valley Bank, and discuss the implications to Silicon Valley. (36:56) John & Dave talk about how AI can continue to grow & support the technology industry. (49:07) In this weeks rant section, Dave & John tackle the inequity issue, as S&P 500 companies reported only 8% of CEO's are female.

John Furrier & Dave Vellante launch theCUBE Pod! 

Join us as we explore the exciting world of technology and its ever-evolving landscape. Tune in to gain valuable insights and stay up-to-date with the latest tech news.

John Furrier & Dave Vellante talk about generative AI, it's potential impact on the tech industry and society.

Join us as we explore the exciting world of technology and its ever-evolving landscape. Tune in to gain valuable insights and stay up-to-date with the latest tech news.