Offical Podcast feed for SiliconANGLE Media's podcast where our hosts and guests reflect upon the many events the CUBE provides coverage for. @theCUBE@dvellante@stu@furrier
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SiliconANGLE Podcasts
Audio only segments of theCUBE's 'Breaking Analysis' hosted by Dave Vellante (@dvellante), Powered by ETR.
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theCUBEresearch principal Cybersecurity analyst Jon Oltsik hosts the newest SiliconANGLE podcast focusing on bridging the gap between Cybersecurity and all other parts of tech
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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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Sport scientist, athletic trainer, strength coach, and product developer, Max Schmarzo talks with some of the brightest minds in sport performance, sport training, nutrition and sports science.
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109. OpenAI’s Strategic Big Changes, Former Intel Board Members Wake Up, The GENIUS Act Adds Clarity
46:54
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46:54In the latest episode of theCUBE Pod, John Furrier and Dave Vellante break down OpenAI’s bold ecosystem shift. They explore how launching on AWS alongside other platforms signals a deliberate move away from Microsoft, expanding reach and enabling developers to customize models through open weights for broader enterprise adoption. New episodes every…
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109. OpenAI’s Strategic Big Changes, Former Intel Board Members Wake up, The Genius Act Adds Clarity
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46:54109. OpenAI’s Strategic Big Changes, Former Intel Board Members Wake up, The Genius Act Adds ClarityBy SiliconANGLE
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Cloud Quarterly - Azure’s AI Pop, AWS Supply Pinch & Google Execution
36:31
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36:31nvestors keep score with growth rates, but this quarter you had to read the footnotes and the fine print. Microsoft put up eye-popping Azure growth again, but a big slice of that acceleration is AI inference — notably ChatGPT — now embedded in the revised Azure definition - great for headlines but not conducive to apples-to-apples comparisons. Mean…
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How Jamie Dimon Becomes Sam Altman's Biggest Competitor
1:05:54
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1:05:54By SiliconANGLE
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108. Figma IPO to the Moon! The Brutal Economics of LLMs, Azure’s Clever Shell Game
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47:43Watch the latest episode of theCUBE Pod, where analysts John Furrier and Dave Vellante break down the biggest trends and innovations shaping the tech world. From industry disruptions to emerging technologies, we bring you expert analysis and insider insights — so you stay ahead in the fast-evolving enterprise landscape. New episodes every Friday. S…
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Stablecoins Gain Legitimacy as Crypto Finds Clarity in the Regulatory Fog
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38:01By SiliconANGLE
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107. Tom Lee’s Crypto Master Class, IPO Window Opening, Trump’s AI Action Plan
1:02:59
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1:02:59Watch the latest episode of theCUBE Pod, where analysts John Furrier and Dave Vellante break down the biggest trends and innovations shaping the tech world. From industry disruptions to emerging technologies, we bring you expert analysis and insider insights — so you stay ahead in the fast-evolving enterprise landscape. New episodes every Friday. S…
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Greg Notch joins Jon Oltsik on this episode of the Cybersecurity BridgeBy SiliconANGLE
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Tech Spending Remains Persistently Uncertain
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18:16By SiliconANGLE
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106. AWS Agent Debate, Agent Cloud Washing, IPO Window Widening
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52:11Watch the latest episode of theCUBE Pod, where analysts John Furrier and Dave Vellante break down the biggest trends and innovations shaping the tech world. From industry disruptions to emerging technologies, we bring you expert analysis and insider insights — so you stay ahead in the fast-evolving enterprise landscape. New episodes every Friday. S…
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By SiliconANGLE
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105. Andy Jassy Visits theCUBE Studio at NYSE, The Physical World Gets Tokenized, RAISE Summit Preview
54:22
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54:22Watch the latest episode of theCUBE Pod, where analysts John Furrier and Dave Vellante break down the biggest trends and innovations shaping the tech world. From industry disruptions to emerging technologies, we bring you expert analysis and insider insights — so you stay ahead in the fast-evolving enterprise landscape. New episodes every Friday. S…
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Breaking Analysis | Inside Intel’s Bid to Rewire its Destiny
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44:31
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44:31By SiliconANGLE
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By SiliconANGLE
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Ali Ghodsi’s Data Intelligence Playbook: Turning Data into Agentic Advantage
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55:11By SiliconANGLE
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104. Will AI be a Commodity? SnowBricks on a Collision Course; A New Cisco for the AI Era
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56:09
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56:09Watch the latest episode of theCUBE Pod, where analysts John Furrier and Dave Vellante break down the biggest trends and innovations shaping the tech world. From industry disruptions to emerging technologies, we bring you expert analysis and insider insights — so you stay ahead in the fast-evolving enterprise landscape. New episodes every Friday. S…
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By SiliconANGLE
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Beyond Walled Gardens: How Snowflake Navigates New Competitive Dynamics
1:08:59
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1:08:59By SiliconANGLE
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Snowflake & Databricks Cross the Rubicon into a New Competitive Domain
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57:59By SiliconANGLE
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103. NVIDIA Sees 100x Demand, Salesforce & Informatica Acquisition, Agents Taking Over Software
1:08:25
1:08:25
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1:08:25Watch the latest episode of theCUBE Pod, where analysts John Furrier and Dave Vellante break down the biggest trends and innovations shaping the tech world. From industry disruptions to emerging technologies, we bring you expert analysis and insider insights — so you stay ahead in the fast-evolving enterprise landscape. New episodes every Friday. S…
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Despite AI Momentum, Tech Spending Faces Continued Uncertainty
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38:13By SiliconANGLE
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Dr. Shawn Murray, president of Murray Securtity Services joins theCUBE Research Security Analyst Jon Oltsik for another episode of The Cybersecurity BridgeBy SiliconANGLE
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102. Jensen Huang: Taiwan a Supercomputer Hub | Dell, GoogleIO, MSFT Build | VAST’s Bold Pivot
1:05:34
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1:05:34Watch the latest episode of theCUBE Pod, where analysts John Furrier and Dave Vellante break down the biggest trends and innovations shaping the tech world. From industry disruptions to emerging technologies, we bring you expert analysis and insider insights — so you stay ahead in the fast-evolving enterprise landscape. New episodes every Friday. S…
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How Dell Is Riding the AI Wave While Serving Its Massive Installed Base
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30:13By SiliconANGLE
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101. Tech Leaders Abu Dhabi & Riyadh Unleash an AI Sandstorm—‘Make Money, Not War’ Fueling the World’s Largest Compute Build-Out
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35:01Watch the latest episode of theCUBE Pod, where analysts John Furrier and Dave Vellante break down the biggest trends and innovations shaping the tech world. From industry disruptions to emerging technologies, we bring you expert analysis and insider insights — so you stay ahead in the fast-evolving enterprise landscape. New episodes every Friday. S…
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Salesforce Agentforce & Data Cloud: A Path to the Software-Only Hyperscaler
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50:16The Road to ‘Service-as-Software.’ Salesforce co-founder and CEO Marc Benioff is articulating a bold vision for the next era of enterprise software. In an exclusive interview with theCUBE on April 25, 2025, Benioff outlined how AI-driven agents and a unified data architecture will transform Software as a Service (SaaS) into what we’re calling “Serv…
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Monzy Merza, CEO and Co founder of Crogl joins theCUBE Research Principal Analyst of Cybersecurity Jon Oltsik for another episode of The Cybersecurity BridgeBy SiliconANGLE
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Power‑Hungry Clouds: Inside Tech’s Most Expensive Quarter
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41:58By SiliconANGLE
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100. Insider's Guide to AI Differentiation, Cloud Earnings: The Rich Get Richer, RSAC 25 Rundown
1:14:46
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By SiliconANGLE
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RSAC Highlights Security Markets in Transition
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34:59As the RSAC 2025 Conference approaches, key themes are emerging that are set to dominate the world’s largest cybersecurity gathering. Industry dynamics are shifting rapidly – from AI enabling higher velocity threats, an intensified platform consolidation debate, high-profile M&A, rising interest in AI agents (with somewhat tepid adoption in cyber),…
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99. Data on the Security Market, 10 Major Themes at RSAC, Marc Benioff’s Gift to Steve Jobs
1:00:11
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1:00:11Watch the latest episode of theCUBE Pod, where analysts John Furrier and Dave Vellante break down the biggest trends and innovations shaping the tech world. From industry disruptions to emerging technologies, we bring you expert analysis and insider insights — so you stay ahead in the fast-evolving enterprise landscape.New episodes every Friday. Su…
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The Long Road to Agentic AI – Hype vs. Enterprise Reality
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25:34At last week’s AI Agent Builder Summit, hosted by Scott Hebner of theCUBE Research, the hype around “agentic AI” – autonomous software agents that can orchestrate complex tasks – was on full display. Demos and keynotes painted a bold vision of AI-driven business processes. But scratch beneath the surface, and a sobering reality emerges– Most enterp…
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98. Same Old FTC, Google Meta Breakup, AI Transforming Industries, Brenioff Tease
50:52
50:52
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50:52Watch the latest episode of theCUBE Pod, where analysts John Furrier and Dave Vellante break down the biggest trends and innovations shaping the tech world. From industry disruptions to emerging technologies, we bring you expert analysis and insider insights — so you stay ahead in the fast-evolving enterprise landscape.New episodes every Friday. Su…
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By SiliconANGLE
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Google’s Cloud Play — Integrated AI Across Infrastructure to Apps
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29:1900:00 - Transformative Technologies: Navigating Google's Cloud and AI Landscape 02:00 - Google Cloud Next 2025: Analyzing Revenue and Market Position 04:48 - Analyzing Cloud Services: Insights from the ETR Survey 08:53 - Google's Growth in AI/ML 11:26 - Analyzing Growth and Revenue in Cloud Services 16:54 - Profitability and Operating Margin 19:39 …
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97. Google Next Analysis, Trump Tariffs, AI Everywhere All At Once
35:56
35:56
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35:56By SiliconANGLE
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Mapping Jensen's World - Forecasting AI in Cloud, Enterprise, & Robotics
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50:32By SiliconANGLE
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By SiliconANGLE
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Security Do-Over…How Palo Alto Networks Sees the Reset
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96. NVIDIA GTC - The Super Bowl for AI and Ethereum Under Pressure
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54:15Watch the latest episode of theCUBE Pod, where analysts John Furrier and Dave Vellante break down the biggest trends and innovations shaping the tech world. From industry disruptions to emerging technologies, we bring you expert analysis and insider insights — so you stay ahead in the fast-evolving enterprise landscape.New episodes every Friday. Su…
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By SiliconANGLE
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00:00 - Intro 00:06 - Bridging Perspectives: Navigating Collaboration in Analyst Relations 03:01 - Engaging with Modern Analysts and Influencers 05:13 - Navigating Trust and Innovation in the Tech Landscape 09:00 - Exploration of Collaboration and Storytelling 12:42 - Bringing Analysts and Journalists Together 18:03 - The Role of Analyst Relations …
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Watch the latest episode of theCUBE Pod, where analysts John Furrier and Dave Vellante break down the biggest trends and innovations shaping the tech world. From industry disruptions to emerging technologies, we bring you expert analysis and insider insights — so you stay ahead in the fast-evolving enterprise landscape.New episodes every Friday. Su…
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Broadcom Momentum Brings Renewed Investor Enthusiasm
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30:37By SiliconANGLE
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By SiliconANGLE
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Nadella vs. Benioff: The Real Story Behind AI’s Agentic Future
42:05
42:05
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42:0500:00 - Navigating the AI Frontier: Insights into Breaking Analysis, Linguistic Conflicts, and Software Evolution 05:06 - From Web 2.0 to Enterprise 3.0 15:12 - Harmonized Source of Truth 22:41 - Microsoft's Agentic Ambitions 31:23 - Salesforce's Hyperscaler Journey 35:14 - The Road Ahead for Enterprise Platforms 38:52 - Industry Evolution: Overcom…
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94. Don’t Worry About NVIDIA, the AI Superclouds, Crypto Trailblazers
1:09:58
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1:09:58By SiliconANGLE
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266 | Breaking Analysis | Why Intel Must Stay Independent Spin Out Foundry & Rebuild an Iconic Brand
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24:09By SiliconANGLE
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93. theCUBE Pod Live From the New York Stock Exchange
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46:23The 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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