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

In this week's episode of theCUBE Pod, theCUBE Research founding analysts John Furrier and Dave Vellante discuss the presidential debate debacle and Amazon.com's $2 trillion market cap. The discussion provides insightful commentary on the implications of these events in the political and tech landscapes, highlighting key trends and future predictions.

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They also explore the impact of AI on public-private partnerships and delve into VMware's challenges with innovation and Broadcom's acquisition strategy. The conversation concludes with a look at emerging trends such as Agentic AI and the generational divide in technology adoption and content consumption.

Read more about the current episode of theCUBE Pod
https://siliconangle.com/2024/07/01/a...

This week in tech:

The AI money train keeps rolling, but the environmental toll keeps growing too

Investors are still betting big on artificial intelligence, as this past week alone they put $450 million in Runway AI, $200 million into Magic AI and $100 million in Harvey, among others.

AI also helped Samsung rock its preliminary earnings reported this week. Meantime, SK Hynix is investing a stunning $75B in its AI chipmaking business.

But AI is the only real bright spot in a still-moribund venture capital picture. And even AI isn’t yet providing enough oomph to prevent continued cost-cutting, including layoffs at Microsoft and OpenText. AI is also supposed to provide a boost for robotics, but that didn’t prevent both Alphabet and Amazon from shutting down their business-oriented robotics units.

Indeed, AI seems likely to have some challenges before long, not least of which is that it’s putting a serious crimp into efforts by Google and others to move quickly on reducing emissions. Moreover, AI model creators may face increasing headwinds from data availability, as Cloudflare debuted a service to prevent them from scraping websites to train their models.

The Supreme Court wasn’t aiming at the tech industry with the “regulation bomb,” as Axios put it, that it dropped last Friday, and nobody really knows what all the implications will be. But no doubt dissenting Justice Elena Kagen is right in saying that it’s “likely to produce large-scale disruption” in every major industry. One obvious place in tech is in cybersecurity, but it surely won’t end there.

You heard a lot about Iceberg in recent weeks as data platforms such as Snowflake and Databricks coalesced around the management layer for data files in cloud storage. That seems to be sounding the death knell for the open-source Hudi format despite some advantages, an echo of many past tech format wars. Paul Gillin dove into what’s behind Hudi’s fading status.

Check out the full article https://siliconangle.com/2024/07/05/a...

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Watch the full lineup of theCUBE Pod    • theCUBE Pod with John Furrier & Dave ...  

People mentioned in this podcast:
Joe Biden, 46th United States president
Donald Trump, 45th U.S. president
Kamala Harris, U.S. vice president
Rick Reilly, sportswriter, author, screenwriter, speaker
Anthony Scaramucci, former White House Communications Director
Gavin Newsom, governor of California
Gretchen Whitmer, governor of Michigan
Joe Manchin, U.S. Senator
Anderson Cooper, news anchor at CNN
Patrick Joseph McGovern, American businessman
John F. Kennedy, 35th U.S. president
Richard Nixon, 37th U.S. president
George Carlin, late comedian
Lina Khan, chair of the Federal Trade Commission
Steve Forbes, American publisher and executive
Barack Obama, 44th U.S. president
Oprah Winfrey, American host and television producer
Tom Curry, cloud security consultant at Google
Hock Tan, president and CEO of Broadcom
Charlie Kawwas, president at Broadcom
Jon Turow, partner at Madrona Venture Group
Sam Altman, co-founder and CEO at OpenAI
Jensen Huang, founder and CEO of Nvidia
Christophe Bertrand, practice director of data management and analytics at Enterprise Strategy Group
Rob Strechay, principal analyst at theCUBE Research
Paul Maritz, chairman at Pivotal Software and former CEO of VMware
Andy Jassy, president and CEO at Amazon
George Gilbert, principal analyst at theCUBE Research
Chris Wolf, global head of AI and advanced services at VMware by Broadcom
Raghu Raghuram, CEO of VMware
Sanjeev Mohan, principal at SanjMo

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