Podcast terbaik Thecube (2025)

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94. Don’t Worry About NVIDIA, the AI Superclouds, Crypto Trailblazers 1:09:58

2 days ago1:09:58

1:09:58

Oleh SiliconANGLE

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93. theCUBE Pod Live From the New York Stock Exchange 46:23

9 days ago46:23

46:23

The latest episode of theCUBE Pod takes you inside the action as John Furrier and Dave Vellante broadcast live from the New York Stock Exchange, unveiling theCUBE’s new Buttonwood Room studio. They look into the NYSE’s media expansion, the evolving role of independent media and the significance of the closing bell ceremony. New episodes every Frida…

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92. NextGen Social Media & Trust Networks, Restructuring Intel to Save Foundry, On-prem AI Designing In-House Silicon 48:38

16 days ago48:38

48:38

Oleh SiliconANGLE

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91. What’s going on with IBM? Cloud-AI Tug of War, From DeepSeek to DOGE 1:08:43

23 days ago1:08:43

1:08:43

Oleh SiliconANGLE

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90. DeepSeek Deep Dive Winners & Losers, Sci-Ops Conspiracy, A New Cold War 1:02:34

28 days ago1:02:34

1:02:34

Oleh SiliconANGLE

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89. Stargate: Follow the Money, Crypto Gets an EO Boost, TikTok Gets a Lifeline 1:02:39

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about a year ago1:02:39

1:02:39

Oleh SiliconANGLE

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88. Trump Tech & Public Policy, TikTok Flip Flopping, US Export Controls - Winners & Losers 43:31

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about a year ago43:31

43:31

Oleh SiliconANGLE

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87. CES Insanity, NVIDIA as Wintel, NYSE Expansion 55:49

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about a year ago55:49

55:49

Oleh SiliconANGLE

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86. CFOs as AI Leaders, Intel Foundry Spin, Databricks Valuation, AI Bubble or Not? 1:06:35

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about a year ago1:06:35

1:06:35

Oleh SiliconANGLE

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84. LIVE from AWS re:Invent! Conversation with Amazon CEO Andy Jassy 57:39

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about a year ago57:39

57:39

Oleh SiliconANGLE

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83. LIVE from SC24! Is Nvidia Secretariat? HPC meets AI, govs rush to spend $30B on Chips Act 43:36

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about a year ago43:36

43:36

Oleh SiliconANGLE

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82. Tech Party Time, Business as Code, AI Agents & Amazon's Massive Opportunity 39:13

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about a year ago39:13

39:13

Oleh SiliconANGLE

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81. Election Reset on Tech, Debunking Activists Slamming Jassy, Enterprise AI About to Boom 44:36

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about a year ago44:36

44:36

Oleh SiliconANGLE

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80. Tech earnings firehose, AI CAPEX mania, Jamie Dimon vs. Sam Altman, AI Election 1:11:24

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about a year ago1:11:24

1:11:24

Oleh SiliconANGLE

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79. AI Leaders East Coast, AI Bubble Not Bursting, Intel NVIDIA Miss, Perplexity Valuation 59:45

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about a year ago59:45

59:45

Oleh SiliconANGLE

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78. Deep Dive on IBM's AI-First Strategy, Snowflake-Databricks Dust-Up, Datacenters Go Nuclear 1:02:42

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about a year ago1:02:42

1:02:42

Oleh SiliconANGLE

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77. AI & Climate Change, CoreWeave Funding and the Future of GPU Clouds, theCUBE + NYSE CXO Summit 52:03

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about a year ago52:03

52:03

Oleh SiliconANGLE

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76. OpenAI's Eye Popping Raise, Brad Gershners Thesis & Big Bet, Can Google Challenge OpenAI's Moat 1:03:46

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about a year ago1:03:46

1:03:46

Oleh SiliconANGLE

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74. Intel (sort of) Spins Foundry, Benioff's Agentic Version, Mandiant & Crowdstrike Highlight Business Resilience 1:03:25

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about a year ago1:03:25

1:03:25

Oleh SiliconANGLE

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72. Nvidia Antitrust Scrutiny, Is the PC Dead?, King Making in AI, CUBEd Awards 1:00:13

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about a year ago1:00:13

1:00:13

Oleh SiliconANGLE

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71. The Big GPU Short?, China Chips Reach-around, Explaining Broadcom VMware, Crowdstrike Reset 1:09:41

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about a year ago1:09:41

1:09:41

Oleh SiliconANGLE

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70. Is Matt Garmin Bill Belichick? Cloud Data Wars, Bitcoin Revolution 1:06:47

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about a year ago1:06:47

1:06:47

Oleh SiliconANGLE

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69. AI Bubble, Big Tech Bullseye, Security Community Unites 47:33

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about a year ago47:33

47:33

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

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68. Intels meltdown, tech bloodbath, cloud earnings, AI leaders 51:38

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about a year ago51:38

51:38

Oleh SiliconANGLE

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67. Kamala's tech chops, Databricks/Snowflake survey, the real skinny on cloud market data 52:50

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about a year ago52:50

52:50

Oleh SiliconANGLE

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66. Crowdstrike chaos, exclusive customer survey reveals financial exposure 1:04:00

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about a year ago1:04:00

1:04:00

Oleh SiliconANGLE

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65. Debate debacle, Amazon $2T, VMware complaints, New Trend: Agentic AI 1:05:49

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about a year ago1:05:49

1:05:49

Oleh SiliconANGLE

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64. VMware customer choices, NVIDIA love fest 47:33

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about a year ago47:33

47:33

Oleh SiliconANGLE

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63. Snowflake Databricks Olympics, GenAI ROI Questions, Perplexity Review 1:03:36

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about a year ago1:03:36

1:03:36

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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about a year ago36:03

36:03

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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about a year ago1:00:15

1:00:15

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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about a year ago1:16:24

1:16:24

Oleh SiliconANGLE

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59. The AI 2024 Wars 1:07:52

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about a year ago1:07:52

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Oleh SiliconANGLE

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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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about a year ago1:01:17

1:01:17

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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about a year ago54:15

54:15

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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about a year ago56:31

56:31

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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about a year ago44:02

44:02

Oleh SiliconANGLE

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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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about a year ago1:12:27

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

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

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about a year ago1:10:14

1:10:14

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/g5NaFcRuOleh SiliconANGLE

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

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about a year ago46:44

46:44

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

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

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about a year ago1:03:28

1:03:28

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.Oleh SiliconANGLE

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

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about a year ago51:21

51:21

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.Oleh SiliconANGLE

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49. Broadcom Update, theCUBE Look Ahead 26:15

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about a year ago26:15

26:15

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.Oleh SiliconANGLE

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

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about a year ago45:43

45:43

Oleh SiliconANGLE

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

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about a year ago56:47

56:47

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.Oleh 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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about a year ago1:17:46

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Oleh SiliconANGLE

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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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about a year ago1:00:54

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

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

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about a year ago39:34

39:34

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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about a year ago1:00:09

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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.Oleh SiliconANGLE

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

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about a year ago1:01:00

1:01:00

Oleh SiliconANGLE

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