47:44
108. Figma IPO to the Moon! The Brutal Economics of LLMs, Azure’s Clever Shell Game
SiliconANGLE theCUBE
1:03:00
107. Tom Lee’s Crypto Master Class, IPO Window Opening, Trump’s AI Action Plan
52:12
106. AWS Agent Debate, Agentic Cloud Washing, IPO Window Widening
54:23
105. Andy Jassy Hits theCUBE Studio at NYSE, The Physical World Gets Tokenized, RAISE Summit Preview
56:09
104. Will AI Be a Commodity? SnowBricks on a Collision Course; a New Cisco for the AI Era
1:08:26
103. NVIDIA Sees 100x Demand, Salesforce & Informatica Acquisition, Agents Taking Over Software
1:05:35
102. Jensen Huang: Taiwan a Supercomputer Hub | Dell, GoogleIO, MSFT Build | VAST’s Bold Pivot
35:02
101. Tech Leaders, Abu Dhabi & Riyadh Unleash AI Sandstorm—‘Make Money, Not War’
1:14:47
100. Insider's Guide to AI Differentiation, Cloud Earnings: The Rich Get Richer, RSAC 25 Rundown
1:00:12
99. Data on the Security Market, 10 Major Themes at RSAC, Marc Benioff’s Gift to Steve Jobs
50:53
98. Same Old FTC, Google-Meta Breakup, AI Transforming Industries, Benioff Teaser
35:56
97. Google Next Analysis, Trump Tariffs, AI Everywhere All At Once
54:16
96. NVIDIA GTC - The Super Bowl for AI and Ethereum Under Pressure
32:40
95. theCUBE Pod with special guest host Forward Global Chairman Elliott Donnelley
1:09:59
94. Don’t Worry About NVIDIA, the AI Superclouds, Crypto Trailblazers
46:24
93. theCUBE Pod Live From the New York Stock Exchange
48:39
92. NextGen Social Media & Trust Networks, Restructuring Intel to Save Foundry
1:08:44
91. What’s Going on With IBM? Cloud-AI Tug of War, From DeepSeek to DOGE
1:02:34
90. DeepSeek Deep Dive Winners & Losers, Sci-Ops Conspiracy, A New Cold War
1:02:40
89. Stargate: Follow the Money, Crypto Gets an EO Boost, TikTok Gets a Lifeline
43:47
88. Trump Tech and Public Policy, TikTok Flip Flopping, US Export Controls - Winners and Losers
56:05
87. CES Insanity, NVIDIA as Wintel, NYSE Expansion
1:06:36
86. CFOs as AI Leaders, Intel Foundry Spin, Databricks Valuation, AI Bubble or Not?
53:14
85. Trump Visits NYSE, Business of Tech, Next Trillion-Dollar Companies, Lina Kahn O-U-T
57:40
84. LIVE from AWS re:Invent! theCUBE’s conversation with Amazon CEO Andy Jassy
43:53
83. LIVE from SC24! Is Nvidia Secretariat? HPC meets AI, govs rush to spend $30B on Chips Act
39:14
82. Tech Party Time, Business as Code, AI Agents & Amazon's Massive Opportunity
44:37
81. Election Reset on Tech, Debunking Activists Slamming Jassy, Enterprise AI About to Boom
1:11:25
80. Tech earnings firehose, AI CAPEX mania, Jamie Dimon vs. Sam Altman, AI Election
59:46
79. East Coast AI Leaders, AI Bubble Not Bursting, Intel NVIDIA Miss, Perplexity Valuation
1:02:43
78. Deep Dive on IBM's AI-First Strategy, Snowflake Databricks Dust Up, Datacenters Go Nuclear
52:04
77. AI and Climate Change, CoreWeave Funding and the Future of GPU Clouds, theCUBE + NYSE CXO Summit
1:03:47
76. OpenAI's Eye-Popping Raise, Brad Gerstner's Thesis & Big Bet, Can Google Challenge OpenAI's Moat
50:35
75. CUBE on Climate @ NYSE, Meta Llama momentum, More OpenAI Drama
1:03:26
74. Intel (sort of) Spins Foundry, Benioff's Agentic Version, Mandiant and CrowdStrike Updates
1:08:01
73. Analyst debate, Intel Foundry spinout, AI tsunami hitting hard, Oracle-AWS cloud moves
1:00:14
72. Nvidia Antitrust Scrutiny, Is the PC Dead, Kingmaking in AI, CUBEd Awards | theCUBE Pod
1:09:41
71. The Big GPU Short, China Chips Reach-around, Explaining Broadcom VMware, and CrowdStrike Reset
1:06:47
70. Cloud data wars and Bitcoin revolution: Can Matt Garman lead AWS like Bill Belichick?
47:34
69. AI Bubble, Big Tech Bullseye, Security Community Unites
51:39
68. Intel's meltdown, tech bloodbath, cloud earnings and AI leaders
52:51
67. Kamala's tech chops, Databricks/Snowflake survey, the real skinny on cloud market data
1:04:01
66. Crowdstrike chaos, exclusive customer survey reveals financial exposure
1:05:50
65. Debate debacle, Amazon $2T, VMware complaints, New Trend: Agentic AI
64. VMware customer choices, NVIDIA love fest
1:03:37
63. Snowflake Databricks Olympics, GenAI ROI Questions, Perplexity Review
36:04
62. The Great Iceberg Debate and a Conversation with Snowflake CEO, Sridhar Ramaswamy
1:00:16
61. Databricks Disrupts Snowflake’s Moat, Erratic Earnings, To IPO or Not
1:16:25
60. AI Shockwaves, AI PC’s go Win Arm, Building Open Source Moats
1:07:53
59. The AI Wars of 2024
1:01:17
58. Conversations with Boomi CEO Steve Lucas, Zscaler CEO Jay Chaudhry, and Red Hat CEO Matt Hicks
54:15
57. Is Nvidia Cisco or Google? AI vs Internet Bubble, RSAC Preview
56:31
56. Are Americans Lazy, Chips Culture Clash, AI Arms Race, Rubrik IPO
44:03
55. Kara Swisher Rants, Silicon Supply Chains, SAS Innovates
1:12:28
54. Andy Jassy, Regulation is Illegal, Intel Hurting; Nvidia a Monopoly? Google Catching Up
1:10:15
53. AWS' AI Blueprint, Microsoft Security Fail, Intel Foundry Bleeding
46:45
52. SBF Gets 25, DBRX & The LLM Olympics, Open Ecosystems v NVIDIA
1:03:29
51. Reactions to Nvidia GTC24, Broadcom's Investor Day and AI Factories
51:22
50. The TikTok Ban, What's Fake What's Real? Bitcoin Rising
26:16
49. Broadcom Update, theCUBE Look Ahead
45:44
48. Nvidia the next monopoly? Intel throwing the Hail Mary?
56:48
47. Zuck and Hock, MWC Preview, the Battle for Enterprise AI
1:17:47
46. Cohesity & Veritas exclusive, Sam Altman & Meta go for trillions, AI Chip wars
1:00:55
45. AI Not Lifting All Boats (Yet), Cisco's AI Opportunity, Intel's Uphill Battle
39:35
44. Getting AI ROI, Broadcom's Game Plan and IT Infra Futures
1:00:10
43. Crypto Tailwinds, Carta Crisis, Massive Layoffs Fuel AI Startups | theCUBE Pod
1:01:01
42. Perplexity Raised, Smaller LLMs and 2024 Optimism
1:02:02
41. Year End Review, 2024 Predictions and Stocks to Watch
1:03:08
40. David vs Goliath AI Battle, Intel vs NVIDIA, Government vs Industry
1:05:43
39. Chip Wars, New Data Architecture, AI Winners and Losers
57:15
38. Battle for AI Supremacy - Who Wins? Is AWS or Microsoft at Risk?
1:04:47
37. OpenAI's New Launch; Is watsonx Real?; Scoring Innovations
1:06:44
36. SBF Guilty as charged, AI back in Palo Alto, CISO charged in enemy cyber attack
1:07:37
35. AI Cloud Collision, Investor Uncertainty, Supercloud 5
34. Broadcom & VMware in the Red Zone, Cloud AI Wars - Who Will Win?
43:03
33. Israel Conflict, SAS Championship Pro-AM
1:07:15
32. MGM Hack - To Pay or Not to Pay? Dell Hands Out Cash to Investors. Flexport Drama, More Layoffs
59:51
31. Big Tech Under Siege, Amazon Counterpunches AI & a DNA Test for AI Fair Use
1:00:07
30. Cyber Wars, Cisco/Splunk, FTC/Amazon Rant
55:03
29. Vegas Hacked! ARM IPO Update
48:33
28. The NFL is Back! Prime Time...Streaming Wars, ARM IPO
49:34
27. Google Cloud Next Recap, Is AWS Playing Scared?
37:01
26. LIVE from VMware Explore 2023!
1:12:43
25. More bad news for Intel, AI backlash B.S., Broadcom VMware
32:38
25. More bad news for Intel, AI backlash BS, Broadcom VMware
1:08:34
24. NVIDIA Superchips, the Startup Crisis and the Battle for Gen AI
58:56
23. Andy Jassy Confounds Naysayers, AWS Earnings, Work/Life Balance
45:11
22. Earnings blitz. In search of AI dollars. X marks the spot
58:46
21. AI or Die!
58:33
20. Lina Khan Whiffs Again, Actors vs. AI, Supercloud 3
1:04:00
19. Threads, Musk vs. Zuck and Supercloud 3
51:26
18. Snowflake vs Databricks Cagematch, A Conversation with Frank Slootman
1:01:45
17. Updates from HPE Discover & MongoDB.local, What Tech Events Can Improve On
1:06:59
16. Data Drives AI Value, Reddit Goes Dark
1:08:46
15. Crypto Crashing, Who Wins in AI - John & Dave Debate
57:44
14. AI GPU Attack & Mongo to the Moon!
1:00:42
13. Ron's DeSaster & AI Under the Regulatory Microscope
1:11:05
12. AI Explosion and its D.C. Adventure
59:08
11. Twitter's New CEO & Tucker's New Deal
57:17
10. Should the U.S. Regulate AI?
1:12:38
9. A Conversation with John Chambers
54:04
8. Elon's Rapid Unscheduled Disassembly, Media’s battle with AI | theCUBE Pod
7. Tech Founder Murdered, Trump Arrested, AI Unicorns
58:50
6. AI Madness, Trump, Crypto Winter
1:01:39
5. TikTok Congressional Hearing & The Continued AI Boom
1:08:00
4. SVB Update, GPT-4 & Microsoft, Will TikTok Get Banned in the US?
57:20
3. SVB Shut Down by Regulators - What does this mean for Silicon Valley?
58:58
1. ChatGPT, Federal Regulations & Women in Tech
54:53
2. The New Space Race & Breaking up Big Tech
