Welcome to theCUBE Podcast, where we provide you with the latest news and developments in the world of technology. 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.
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61. Databricks Disrupts Snowflake’s Moat, Erratic Earnings, To IPO or Not
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저자 SiliconANGLE
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60. AI Shockwaves, AI PC’s go Win Arm, Building Open Source Moats
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58. Conversations with Boomi CEO Steve Lucas, Zscaler CEO Jay Chaundry, and Red Hat CEO Matt Hicks
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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
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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
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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
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54. Andy Jassy calls regulation illegal, intel hurting; is Nvidia a Monopoly? Google Cloud catching up fast
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Andy Jassy calls regulation illegal, intel hurting; is Nvidia a Monopoly? Google Cloud catching up fast저자 SiliconANGLE
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53. AWS' AI Blueprint, Microsoft Security Fail, Intel Foundry Bleeding
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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/g5NaFcRu저자 SiliconANGLE
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52. SBF Gets 25, DBRX & The LLM Olympics, Open Ecosystems v NVIDIA
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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.저자 SiliconANGLE
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Reactions to Nvidia GTC24, Broadcom's Investor Day, and AI Factories
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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.저자 SiliconANGLE
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50. The TikTok Ban, What's Fake What's Real? Bitcoin Rising
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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.저자 SiliconANGLE
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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.저자 SiliconANGLE
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48. Nvidia the next monopoly? Intel throwing the Hail Mary ?
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47. Zuck & Hock, MWC Preview, the Battle for Enterprise AI
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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.저자 SiliconANGLE
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46. Cohesity & Veritas Exclusive, Sam Altman & Meta go for trillions, AI Chip wars
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45. AI Not Lifting All Boats (yet), Cisco's AI Opportunity, Intel's Uphill Battle
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On this weeks edition of theCUBE Pod, John & Dave give an AI update, and riff on Intel's uphill battle.저자 SiliconANGLE
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44. Getting AI ROI, Broadcom's Game Plan & IT Infra Futures
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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
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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.저자 SiliconANGLE
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42. Perplexity Raised, Smaller LLM's & 2024 Optimism
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41. Year End Review, 2024 Predictions & Stocks to Watch
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On this edition of theCUBE Pod, John and Dave wrap up 2023 and give their predictions for 2024.저자 SiliconANGLE
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40. David vs Goliath AI Battle, Intel vs NVIDIA, Government vs Industry
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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.저자 SiliconANGLE
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39. Chip Wars, New Data Architecture, AI Winners & Losers
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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.저자 SiliconANGLE
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38. Battle for AI Supremacy - Who Wins? Is AWS or Microsoft at Risk?
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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.저자 SiliconANGLE
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37. Open AI's Launch; Is Watsonx Real; Scoring Innovation
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36. SBF Guilty as charged, AI back in Palo Alto; CISO charged in enemy cyber attack
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theCUBE Pod Episode 36저자 SiliconANGLE
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35. AI Cloud Collision, Investor Uncertainty, Supercloud 5
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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!저자 SiliconANGLE
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34. Broadcom & VMware in the Red Zone, Cloud AI Wars - Who Will Win?
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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.저자 SiliconANGLE
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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.저자 SiliconANGLE
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32. MGM Hack - To Pay or Not to Pay? Dell Hands Out Cash to Investors. Flexport Drama, More Layoffs
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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.저자 SiliconANGLE
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31. Big Tech Under Siege, Amazon Counterpunches AI & a DNA Test for AI Fair Use
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On this weeks edition of theCUBE Pod, John & Dave discuss Lena Khan's attack on Amazon.저자 SiliconANGLE
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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.저자 SiliconANGLE
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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.저자 SiliconANGLE
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28. The NFL is Back! Prime Time...Streaming Wars, ARM IPO
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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.저자 SiliconANGLE
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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.저자 SiliconANGLE
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On this edition of theCUBE Pod, John & Dave discuss Supercloud at VMware Explore, chip earnings soar, and the potential AI brings to the enterprise.저자 SiliconANGLE
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25. More bad news for Intel, AI backlash BS, Broadcom VMware
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New Episodes Every Friday! https://www.youtube.com/playlist?list=PLenh213llmcYe7nXWic9QsnHUD5fqbEwu저자 SiliconANGLE
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24. NVIDIA Superchips, Startup Crisis, The Battle for GenAI
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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.저자 SiliconANGLE
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23. Jassy Confounds Naysayers, AWS Earnings, Work/Life Balance
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On this weeks edition of theCUBE Pod, John & Dave talk about Amazon's earnings and the future of work culture.저자 SiliconANGLE
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22. Earnings blitz. In search of AI dollars. X marks the spot
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New episodes every Friday! https://www.youtube.com/playlist?list=PLenh213llmcYe7nXWic9QsnHUD5fqbEwu저자 SiliconANGLE
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New episodes every Friday! https://www.youtube.com/playlist?list=PLenh213llmcYe7nXWic9QsnHUD5fqbEwu저자 SiliconANGLE
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20. Lina Khan Whiffs Again, Actors vs AI, Supercloud 3
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On this edition of theCUBE Pod, John & Dave talk about Lina Khan's latest miss, the SAG strike, and Supercloud 3.저자 SiliconANGLE
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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=PLenh213llmcYe7nXWic9QsnHUD5fqbEwu저자 SiliconANGLE
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18. Snowflake vs Databricks Cagematch, A Conversation with Frank Slootman
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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.저자 SiliconANGLE
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17. Updates from HPE Discover & MongoDB.local, What Tech Events Can Improve On
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On this weeks edition of theCUBE Pod, John & Dave talk about their weeks at HPE Discover 2023 & Mongo DB.local in NYC.저자 SiliconANGLE
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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.저자 SiliconANGLE
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15. Crypto Crashing, Who wins in AI - John & Dave Debate
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On this weeks edition of theCUBE Pod, John and Dave talk about the current crypto status, and who is winning the AI battle.저자 SiliconANGLE
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theCUBE hosts Dave Vellante and John Furrier sit down to discuss the news and trends of the week저자 SiliconANGLE
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13. Ron's DeSaster & AI Under the Regulatory Microscope
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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.저자 SiliconANGLE
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