Best TheCUBE Podcasts (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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By SiliconANGLE

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59. The AI 2024 Wars 1:07:52

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By 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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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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By 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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Andy Jassy calls regulation illegal, intel hurting; is Nvidia a Monopoly? Google Cloud catching up fastBy 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/g5NaFcRuBy 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.By SiliconANGLE

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Thoughts on Kyndryl, Cloudflare, Dell’s Gen AI Solutions, NVIDIA GTC24, and Nile’s AI Networking Solution 36:07

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In this episode of our AnalystANGLE series, managing director and principal analyst Shelly Kramer is joined by fellow analyst Bob Laliberte for a look at some tech news of the past week. It was a busy week in the tech ecosystem, and our discussion centered on the following topics: Kyndryl’s alliance with Cloudflare Cloudflare’s acquisition earlier …

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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.By SiliconANGLE

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Chris McHenry, Aviatrix 18:30

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In this episode of the AnalystANGLE, theCUBE Research analysts Rob Strechay and Bob LaLiberte delve into the evolving landscape of multicloud networking with Chris McHenry, head of product at Aviatrix. They talk about its increasing significance highlighted by recent acquisitions such as Cloudflare's acquisition of Nefi and Cisco's purchase of ISO …

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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.By 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.By SiliconANGLE

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

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By SiliconANGLE

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AI Reskilling and the Intersection of Society and Tech 31:23

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In this episode of the AnalystANGLE, Shelly Kramer, managing director and principal analyst at theCUBE Research is joined by analysts and industry thought leaders Betty Junod and Sarbjeet Johal for a conversation around AI reskilling. This comes on the heels of Microsoft's recent announcement of plans to train two million people in India in AI skil…

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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.By SiliconANGLE

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Drew Banin, dbt labs 26:35

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By 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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By SiliconANGLE

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Webex Powers Contact Center with AI Designed for Business Optimization 24:15

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In this episode of our AnalystANGLE series, Shelly Kramer, managing director and principal analyst at theCUBE Research is joined by Zeus Kerravala, principal analyst at ZK Research, and member of our CUBE Collective community of analysts and industry thought leaders. Check out theCUBE for the latest in enterprise tech https://siliconangle.com/categ…

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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.By SiliconANGLE

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CES Wrap-up | AnalystANGLE 22:57

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In this AnalystANGLE, Rob Strechay, theCUBE Research analysts, recaps CES 2024, highlighting three key trends. First, AI took center stage, permeating consumer products and services, with notable applications such as Blovo Animal Health using ChatGPT for accessible veterinary care. Second, sustainability was a dominant theme, evident in innovations…

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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.By SiliconANGLE

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

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By SiliconANGLE

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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.By 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.By SiliconANGLE

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AnalystANGLE | Cyber Resiliency Summit 20:39

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Shelly Kramer, Rob Strechay, John Furrier and Dave Vellante wrap up our in studio coverage of the Cyber Resiliency Summit, part three of the series on Navigating the Road to Cyber Resiliency sponsored by Dell TechnologiesBy 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.By 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.By SiliconANGLE

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

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By SiliconANGLE

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Analyst ANGLE | KubeCon + CloudNativeCon NA 2023 18:09

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theCUBE hosts John Furrier, Rob Strechay, Dustin Kirkland and Savannah Peterson wrap up our coverage of day one of KubeCon + CloudNativeCon NA 2023By SiliconANGLE

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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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theCUBE Pod Episode 36By SiliconANGLE

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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!By 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.By 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.By SiliconANGLE

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theCUBE Insights With Andy Thur{AI} | UiPath FORWARD VI 2023 24:53

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Andy Thurai, VP, Constellation Research at Constellation Research joins theCUBE hosts David Vellante, Lisa Martin and Rebecca Knight as we wrap up our coverage of UiPath FORWARD VI 2023By 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.By SiliconANGLE

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theCUBE Insights | Teradata Possible 2023 10:52

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theCUBE hosts Rob Strechay and Rebecca Knight wrap up our coverage of Teradata Possible 2023By 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.By SiliconANGLE

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30. Cyber Wars, Cisco/Splunk, FTC/Amazon Rant 1:00:06

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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.By SiliconANGLE

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Analyst Angle | mWISE Conference 2023 18:58

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theCUBE hosts John Furrier, Rob Strechay and Rebecca Knight discuss the day two keynote and share their perspectives as we continue our coverage of mWISE Conference 2023By SiliconANGLE

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29. Vegas Hacked! ARM IPO Update 55:02

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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.By SiliconANGLE

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Keynote Analysis | SAS Explore 2023 18:55

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Join John Furrier and Dave Vellante as they kick off SAS Explore 2023 with this Keynote AnalysisBy SiliconANGLE

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28. The NFL is Back! Prime Time...Streaming Wars, ARM IPO 48:33

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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.By SiliconANGLE

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