Dissecting the AI boom through the dotcom lens

Breaking Analysis with Dave Vellante

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How to Be a Better Human

1
Throwing good parties and building community (w/ Priya Parker) 38:16

22 weeks پیش38:16

پخش در آینده

لیست ها

پسندیدن

دوست داشته شد

38:16

Many of us are entering the new year with a similar goal — to build community and connect more with others. To kick off season five, Priya Parker shares ideas on how to be the host with the most. An expert on building connection, Priya is the author of “The Art of Gathering: How We Meet and Why It Matters.” Whether it's a book club, wedding, birthday or niche-and-obscurely themed party, Priya and Chris talk about how to create meaningful and fun experiences for all of your guests — including yourself. For the full text transcript, visit go.ted.com/BHTranscripts . For the full text transcript, visit go.ted.com/BHTranscripts Want to help shape TED’s shows going forward? Fill out our survey here ! Learn more about TED Next at ted.com/futureyou Hosted on Acast. See acast.com/privacy for more information.…

حدود یک سال پیش 19:24

MP3•خانه قسمت

Many people question whether the current artificial intelligence boom will end in the same way that the dotcom bubble burst.

It’s understandable, as there are many similarities, especially with the exuberance seen this past week in the stock market following Nvidia Corp.’s earnings print. Although it’s easy to dismiss AI as a completely different era, there are some stark similarities that are worth remembering.

Like all waves, there are also major differences. Two of the most evident are the speed of innovation and the quality of today’s companies leading the AI charge. Like the internet, AI will be ubiquitous and available for virtually all organizations to leverage, not just traditional tech firms. As well, many patterns of the dotcom era are repeating and worth examining in more detail.

In this Breaking Analysis, we look back at the events leading up to the dotcom and AI booms and analyze the similarities and differences between these two transformative eras.

280 قسمت

#Tech #Business News #Entrepreneur #Business #News #SiliconANGLE

Breaking Analysis with Dave Vellante

Dissecting the AI boom through the dotcom lens

Breaking Analysis with Dave Vellante

published حدود یک سال پیش

اشتراک گذاری

MP3•خانه قسمت

Many people question whether the current artificial intelligence boom will end in the same way that the dotcom bubble burst.

In this Breaking Analysis, we look back at the events leading up to the dotcom and AI booms and analyze the similarities and differences between these two transformative eras.

280 قسمت

#Tech #Business News #Entrepreneur #Business #News #SiliconANGLE

همه قسمت ها

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Artificial general intelligence, or AGI, has people both intrigued and fearful. As a leading researcher in the field, last July, OpenAI introduced the concept of superalignment via a team created to study scientific and technical breakthroughs to guide and ultimately control AI systems that are much more capable than humans. OpenAI refers to this level of AI as superintelligence. Last week, this team unveiled the first results of an effort to supervise more powerful AI with less powerful models. While promising, the effort showed mixed results and brings to light several more questions about the future of AI and the ability of humans to actually control such advanced machine intelligence. In this Breaking Analysis we share the results of OpenAI’s superalignment research and what it means for the future of AI. We further probe ongoing questions about OpenAI’s unconventional structure which we continue to believe is misaligned with its conflicting objectives of both protecting humanity and making money. We’ll also poke at a nuanced change in OpenAI’s characterization of its relationship with Microsoft. Finally we’ll share some data that shows the magnitude of OpenAI’s lead in the market and propose some possible solutions to the structural problem faced by the industry. Read the full article https://siliconangle.com/2023/12/18/david-versus-goliath-reimagined-openais-approach-ai-supervision/…

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36:32

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Breaking Analysis with Dave Vellante

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36:24

In this episode of Breaking Analysis, theCUBE analyst Dave Vellante focuses on the evolving landscape of enterprise tech, driven by generative AI, and its implications for AWS. The discussion emphasizes how AWS must adapt its powerful playbook, known for agility, developer choice, power, scale, reliability and security, to accommodate the growing demand for simplicity and coherence among mainstream customers. Follow theCUBE's live event coverage https://www.thecube.net/ Vellante discusses the challenges that AWS must tackle in the face of changing customer preferences, market pressures and increased competition, particularly from Microsoft and Nvidia. Also, up for discussion, AWS's recent initiatives, such as its gen AI stack and partnership with Nvidia, as well as the technical challenges it faces in providing a unified data platform for developers. Read the full article https://siliconangle.com/2023/12/02/reinvent-2023-underscores-new-simplicity-mandate-aws/ For daily news for CIOs, check out our parent publication at https://siliconangle.com/ Be sure to follow Dave's weekly Breaking Analysis podcast as well, for the deep data dives on enterprise computing trends, from spending patterns to Wall Street implications. https://www.youtube.com/playlist?list=PLenh213llmcZMTRZKjnAwesSCiuLQT21E…

Breaking Analysis with Dave Vellante

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۲ years پیش18:22

18:22

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Breaking Analysis with Dave Vellante

۲ years پیش29:33

29:33

Breaking Analysis with Dave Vellante

1
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۲ years پیش53:04

53:04

theCUBE host Dave Vellante is joined by George Gilbert and Bob Muglia for this weeks Breaking Analysis

Breaking Analysis with Dave Vellante

1
Cloud security powers CrowdStrike momentum, Gen AI is next 23:59

۲ years پیش23:59

23:59

George Kurtz is pumped up…and why not? CrowdStrike’s business appears to be on a fast track and entering a new phase of growth, despite the difficult macro and elongated sales cycles. The company’s products are considered best in class, its business is growing steadily and an improved profitability and cash flow outlook had investors excited, at least up until this week. A still challenging environment and a rich 13X revenue multiple perhaps led to some profit taking, but Gen AI could be the next catalyst for the company. In the race to close the SecOps staffing gap, CrowdStrike has what appears to be a strong play with a natural language-based intelligent assistant known as Charlotte AI. In this Breaking Analysis we update our scenario on security leader CrowdStrike. We’ll review the company’s recent progress, share survey data that shows where it is strong and where there may be icebergs ahead. And we’ll preview Fal.Con 2023 which takes place next week in Las Vegas.…

Breaking Analysis with Dave Vellante

1
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۲ years پیش17:53

17:53

UiPath’s recent earnings beat and raise provides some evidence that thus far, Gen AI has not been diluitive for the company. As an early leader that is transforming beyond RPA toward end-to-end enterprise automation, UiPath, like all automation providers, has always faced adoption headwinds beyond isolated deployments. In this sense, Gen AI should bolster adoption and be a positive force. The flip side is that widely available tools like chatbots and generalized foundation models could eat away at the low end of the automation TAM, highlighting the urgency for companies like UiPath to move up market and accelerate innovation that brings differentiation from commoditized tools; and, importantly, create distance from embedded AI within mainstream enterprise SaaS platforms like Slack GPT and Salesforce Einstein. In this Breaking Analysis we briefly review the recent earnings print from UiPath. We’ll look at ETR survey data that shows Microsoft Power Automate’s impact on the automation market and how it is forcing UiPath to target larger accounts with a more functional product set. As well we’ll look at the impact that AI is having in these larger accounts and test UiPath management assertions that Gen AI will be a tailwind for the company. Q2 ‘24 $PATH Earnings Transcript https://seekingalpha.com/article/4633537-uipath-inc-path-q2-2024-earnings-call-transcript?feed_item_type=news&utm_medium=referral&utm_source=msn.com Gartner MQ for Robotic Process Automation https://www.gartner.com/doc/reprints?id=1-2EDXTGOY&ct=230705&st=sb Barron’s article frames the quarter and the AI debate https://www.barrons.com/articles/uipath-stock-earnings-artificial-intelligence-cfde9bcb Automation Anywhere survey on GenAI adoption in automation use cases https://www.prnewswire.com/news-releases/generative-ai-emerges-as-essential-tool-for-successful-process-automation-automation-anywhere-survey-finds-301895896.html Motley Fool Bull/Bear case for UiPath https://www.fool.com/investing/2023/09/07/uipath-stock-bear-vs-bull/ Power Laws have more power than you think https://every.to/p/power-laws-have-more-power-than-you-think…

Breaking Analysis with Dave Vellante

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Google goes all in on the AI cloud 41:44

۲ years پیش41:44

41:44

At Cloud Next, Google showcased its strong leadership position in data and AI. In our view, Google’s messaging, demos and tech-centric narrative have broad appeal for developers and next generation startups. As well, the company’s focus on solutions, contrasts its strategy to the typically disjointed services we’ve seen from AWS over the past decade. Google also showed off an expanded ecosystem of GSIs and smaller CSPs, encouraging the broad use of Google’s kit globally. While Google remains a distant third in the Iaas/PaaS race, with revenue one-fifth the size of AWS, it is playing the long game and betting the house on AI as a catalyst to its cloud future. In this Breaking Analysis we unpack the key takeaways from Google Cloud Next with Rob Strechay and George Gilbert. We’ll share ETR data that positions Google’s AI relative to other leaders and we’ll contrast Google’s data-centric strategy with traditional architectural models. Google Cloud Next Keynotes: https://cloud.withgoogle.com/next AI shapes the narrative for Google Cloud Next https://siliconangle.com/2023/08/29/old-new-ai-shapes-narrative-google-cloud-next/ AnalystANGLE on theCUBE: https://www.youtube.com/watch?v=eHSOKi9yI50 Day 2 Keynote Analysis: https://www.youtube.com/watch?v=mMw2Gv4UeAE Analyst Angle: https://www.youtube.com/watch?v=VCvTYHrWEKY…

Breaking Analysis with Dave Vellante

1
Snowflake has Momentum with AWS & Microsoft…Why Google may not be Next 36:26

۲ years پیش36:26

36:26

Recent earnings prints from Amazon and Snowflake, along with new survey data, have provided additional context on top of the two events that Snowflake and Databricks each hosted last June. Specifically, we believe that the effects of cloud optimization are still being felt but are nearing the end of peak negative impact on cloud companies. Snowflake’s recent renewal with Microsoft better aligns sales incentives and should improve the company’s traction with Microsoft Azure, a platform that has long favored Databricks. Google however remains a different story as its agenda is to build out its own data cloud stack, rather than supporting Snowflake’s aspirations. In this Breaking Analysis, we clarify some of our previous assumptions around Snowflake economics. We’ll dig into the three U.S. based hyperscale platforms with ETR data to better understand the footprint that key data platforms have in those cloud accounts; and, ahead of Google Cloud Next, we’ll preview how we believe Google is evolving its cloud and data stacks to compete more effectively in the market. Snowflake Investor Day Deck https://investors.snowflake.com/events-and-presentations/event-details/2023/Snowflake-Investor-Day-2023/default.aspx Snowflake proof points on Snowpark vs. Spark https://www.snowflake.com/en/resources/report/snowpark-customer-results/ MP4 download of Snowpark data as narrated by CFO Scarpelli: https://video-cube365-net-east.s3.amazonaws.com/uploads/clip-mp4/947379-hardsub.mp4…

Breaking Analysis with Dave Vellante

1
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۲ years پیش40:58

40:58

The FTC continues to drag its feet on approving Broadcom’s acquisition of VMware. Ironically, in our view, these delays only hurt the very competitive environment the FTC claims to be protecting. The AI era is accelerating at a breakneck pace and the big 3 hyperscale cloud vendors already have a sizable lead on legacy incumbents. If preserving competition is truly the agenda of the U.S. government, it should recognize that VMware, its enterprise ecosystem and market forces have the potential to neutralize cross cloud complexity and give customers a viable alternative to increasingly powerful public cloud players. In this Breaking Analysis and ahead of VMWare Explore 2023, we revisit our views on Broadcom’s rationale and likely actions post acquisition. We’ll share current ETR survey data to place VMware’s position in context to the major cloud players, speculate on its AI agenda and give a preview of next week’s VMware Explore. To do so we welcome CUBE analyst Rob Strechay and friend of theCUBE, Zeus Kerravala, principal of ZK Research. EU Commission approves Broadcom VMware https://www.broadcom.com/company/news/financial-releases/61306#:~:text=SAN%20JOSE%2C%20Calif.%20%2C%20July,(NYSE%3A%20VMW) Hock Tan blog post on VMware’s future: https://www.broadcom.com/blog/keeping-customers-at-the-center-of-everything Broadcom VMware Deck: https://investors.broadcom.com/static-files/232c0cd2-02d9-4704-bb7b-5659cef67fae Silverlingings article on VMware Broadcom’s slow progress: https://www.silverliningsinfo.com/multi-cloud/broadcoms-61b-vmware-deal-slowly-makes-progress Broadcom VMware merger will hatch a new Supercloud: https://www.silverliningsinfo.com/multi-cloud/broadcom-vmware-merger-will-hatch-new-supercloud FT interview with Hock Tan: https://www.ft.com/content/0a4013b6-b3b9-49fd-87a9-bd0da5e229b1…

Breaking Analysis with Dave Vellante

1
Cloud vs. On-Prem Showdown: The Future Battlefield for Generative AI Dominance 16:08

۲ years پیش16:08

16:08

The data from enterprise customers is clear but conflicted. While 94% of customers say they’re spending more on AI this year, they’re doing so with budget constraints that will steal from other initiatives. As well, the choice of where customers plan to run generative AI is split almost exactly down the middle in terms of public cloud vs. on-premises/edge. Further complicating matters, developers report the experiences in the public cloud with respect to feature richness and velocity of innovation has been outstanding. At the same time, organizations express valid concerns about IP leakage, compliance, legal risks and cost that will limit their use of the public cloud. In this Breaking Analysis we’ll share the most recent data and thinking around the adoption of large language models and address the factors to consider when thinking about how the market will evolve. As always, we’ll share the latest ETR data to shed new light on key issues customers face balancing risk with time to value. Google memo - we have no moat and neither does OpenAI https://www.semianalysis.com/p/google-we-have-no-moat-and-neither Janelle Teng - AI in the Cloud article on Substack: https://nextbigteng.substack.com/p/ai-model-layer-the-new-frontline-of-cloud-wars A16z on the economics of AI: https://a16z.com/2023/08/03/the-economic-case-for-generative-ai-and-foundation-models/ Wall St Journal Article citing AWS, Google, MSFT, Dell & HPE POV https://www.wsj.com/articles/the-ai-boom-is-here-the-cloud-may-not-be-ready-1a51724d?reflink=mobilewebshare_permalink Technalysis GenAI study of 1,000 ITDMS: https://www.technalysisresearch.com/downloads/TECHnalysis%20Research%20Generative%20AI%20in%20Enterprise%20Survey%20Highlights.pdf AWS Outposts at the edge with Sagemaker - Circa 2021 https://aws.amazon.com/blogs/machine-learning/machine-learning-at-the-edge-with-aws-outposts-and-amazon-sagemaker/…

Breaking Analysis with Dave Vellante

1
Spearing Tech Stocks Beyond the Magnificent Seven 28:49

۲ years پیش28:49

28:49

After a tough 2022, the first half of 2023 has shown impressive strength and many technology bets have paid off. For sure investors in the so-called Magnificent Seven, i.e. Apple, Alphabet, Amazon, Meta, Nvidia and Tesla have been rewarded. But sharp investors have sought alpha beyond these issues, riding the wave of secular trends in AI, cybersecurity, cloud infrastructure and software as well as other emerging spaces like cleantech and robotics. As we enter the second half of 2023, the runup in tech combined with macro uncertainty has many investors taking a cautious posture. But we believe the long term outlook for firms that can capitalize on the AI wave remains extremely attractive as an unstoppable force. Hello and welcome to this week’s Wikibon CUBE Insights, Powered by ETR. In this Breaking Analysis we’re pleased to have back, founder and Chief Investment Officer of Spear Invest, Ivana Delevska to assess the current state of the market and explore how this investor is playing AI’s rising tide. Spear Investment Deck https://19544476.fs1.hubspotusercontent-na1.net/hubfs/19544476/Spear%20Alpha%20Investment%20Case%20Approved.pdf Spear Advisors Fund Letter from its CIO https://seekingalpha.com/article/4599648-spear-advisors-q1-2023-fund-letter Platformonomics Repatriation Index https://www.platformonomics.com/2023/05/platformonomics-repatriation-index-q1-2023-surfs-up/ Revised Wikibon Cloud Forecast https://wikibon.com/breaking-analysis-what-leaked-court-docs-tell-us-about-aws-azure-google-cloud-market-shares/…

Breaking Analysis with Dave Vellante

1
What Leaked Court Docs Tell us About AWS, Azure & Google Cloud Market Shares 18:54

۲ years پیش18:54

18:54

Recently leaked court documents during the Microsoft Activision hearing require us to revisit our cloud forecasts and market share data. The poorly redacted docs, which have since been removed from public viewing, suggest that Microsoft’s Azure revenue is at least 25% lower than our previous estimates. As a result, we’ve cut and revised our Azure revenue figures which in turn increases AWS’ big 4 hyperscale cloud market share. Our new estimates show that AWS maintains a greater than 50% share of revenue through 2023. While the change also helps Google Cloud, its market share is only modestly affected. In this Breaking Analysis we update our hyperscaler cloud revenue estimates and market share data. We’ll also explain how the ETR data on cloud should be interpreted in this context and look forward to potential catalysts for cloud growth, including acceleration in Q4 attributable to generative AI. Microsoft annual 10K: https://microsoft.gcs-web.com/static-files/e2931fdb-9823-4130-b2a8-f6b8db0b15a9 Wikibon repatriation report: https://wikibon.com/breaking-analysis-desperately-seeking-cloud-repatriation/ SiliconANGLE article on leaked court documents with Azure revenue data: https://siliconangle.com/2023/06/29/court-filing-shows-microsoft-azure-generated-lower-expected-34b-revenue-2022/ Constellation report on cloud optimization: https://www.constellationr.com/blog-news/private-cloud-compelling-option-cios-insights-new-research…

Breaking Analysis with Dave Vellante

1
AI gives cyber attackers the advantage for now 20:38

۲ years پیش20:38

20:38

Cloud complexity, tools sprawl and the AI awakening further tip the balance in favor of cyber attackers. Combined with corporate inertia, AI-washing, LLM inconsistency and the pace of change, we believe for now anyway, adversaries have the advantage over defenders. Moreover, macro spending headwinds continue to force organizations to make budget tradeoffs, not the least of which is how to fund AI experiments and deployments. Notably, however, 45% of organizations are using LLMs in production for use cases that may very well improve the productivity of SecOps teams in the long run and accelerate the cat and mouse game back to a state of quasi-equilibrium. In this Breaking Analysis we share key takeaways from Supercloud 3 – AI meets cloud security – and put forth new spending data from the latest ETR survey that shows which security firms are best positioned in the AI race to capitalize on the wave. Cybersecurity in the AI age: The power, the promise, the peril https://siliconangle.com/2023/07/03/cybersecurity-ai-age-power-promise-peril/ How organizations can combat AI-equipped attackers https://siliconangle.com/2023/07/03/organizations-can-combat-ai-equipped-attackers/ Supercloud 3 - AI meets Cloud Security Supercloud.world…

Breaking Analysis with Dave Vellante

1
AI won’t be a winner takes all market 25:30

۲ years پیش25:30

25:30

The AI heard ’round the world has put the machine intelligence sector back in the spotlight. But when you squint beyond the press hype, the data shows that artificial intelligence is now the number one sector in terms of relative spending velocity in the ETR taxonomy. Normally market hype leads deployments, but the data suggests that spending activity and market penetration for AI are coinciding with the hype. While hyperscale cloud players are reaping the rewards, we think this is a rising tide that’s going to lift all AI ships, those both plainly in sight and others that may not be so visible. In this Breaking Analysis we dig deeper into the AI space with spending data from ETR and one of the best minds in tech generally, and AI specifically, Jeff Jonas, CEO, founder, and chief scientist at Senzing .…

Breaking Analysis with Dave Vellante

1
Connecting the dots on the emerging Databricks tech stack 52:15

۲ years پیش52:15

52:15

The recent Databricks Data+AI Summit attracted a large audience and, like Snowflake Summit, featured a strong focus on large language models, unification and bringing AI to the data. While customers demand a unified platform to access all their data, Databricks and Snowflake are attacking the problem from different perspectives. In our view, the market size justifies the current enthusiasm seen around both platforms but it’s unlikely that either company has a knockout blow for the other. This is not a head on collision. Rather Snowflake is likely years ahead in terms of operationalizing data. Developers can build applications on one platform, like Oracle when it won the market, that perform analysis and take action. Databricks likely has a similar lead in terms of unifying all types of analytic data – e.g. BI, predictive analytics & generative AI. Developers can build analytic applications across heterogeneous data, like Palantir today. But they have to access external operational applications to take action. In this Breaking Analysis we follow up last week’s research by connecting the dots on the emerging tech stack we see forming from Databricks. With an emphasis on how the company is approaching generative AI, unification and governance…and what it means for customers. To do so we tap the knowledge of three experts who attended the event, CUBE analysts Rob Strechay and George Gilbert and AI market maven Andy Thurai of Constellation Research.…

Breaking Analysis with Dave Vellante

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Connecting the Dots on Snowflake's Data Cloud Ambitions 26:30

۲ years پیش26:30

26:30

Over the past several months we’ve produced a number of in-depth analyses laying out our mental model for the future of data platforms. There are two core themes: 1) Data from people, places, things, and activities in the real world drives applications, not people typing into a UI; and 2) Informing and automating decisions means all data must be accessible. That drives a change from data locked in application silos to application logic being embedded in a platform that manages an end-to-end representation of an enterprise in its data. This week’s Snowflake Summit further confirmed our expectations with a strong top line message of “All Data / All Workloads” and a technical foundation that supports an expanded number of ways to access data. Squinting through the messaging and firehose of product announcements, we believe Snowflake’s core differentiation is its emerging ability to be a complete platform for data applications. Just about all competitors either analyze data or manage data. But no one vendor truly does both. To be precise, managing data doesn’t mean running pipelines or serving analytic queries or AI/ML models. It means managing operational data so that analytics can inform or automate operational activities captured in transactions. With data as the application foundation, the platform needs robust governance. In this week’s Breaking Analysis, we try to connect the dots between Snowflake’s high level messaging and its technical foundation to better understand the core value it brings to customers and partners. As well, we’ll explore the ETR data with some initial input from the Databricks Data + AI Summit to assess the position and prospects of these two leaders along with the key public cloud players.…

Breaking Analysis with Dave Vellante

1
HPE wants to turn supercomputing leadership into gen AI profits 44:12

۲ years پیش44:12

44:12

HPE’s announcement of an AI cloud for large language models highlights a differentiated strategy that the company hopes will lead to sustained momentum in its high performance computing business. While we think HPE has some distinct advantages with respect to its supercomputing IP, the public cloud players have a substantial lead in AI with a point of view that generative AI is fully dependent on the cloud and its massive compute capabilities. The question is can HPE bring unique capabilities and a focus to the table that will yield competitive advantage and ultimately, profits in the space? In this Breaking Analysis we unpack HPE’s LLM-as-a-service announcements from the company’s recent Discover conference and we’ll try to answer the question: Is HPEs strategy a viable alternative to today’s public and private cloud gen AI deployment models, or is it ultimately destined to be a niche player in the market? To do so we welcome to the program CUBE analyst Rob Strechay and Vice President / principal analyst from Constellation Research, Andy Thurai. World’s Top Performing Supercomputers: https://twitter.com/wholemarsblog/status/1671721744623874048?s=46&t=AqnHczjrru-dQaVNpPGp7w HPE’s Slingshot interconnect architecture: https://www.nextplatform.com/2022/01/31/crays-slingshot-interconnect-is-at-the-heart-of-hpes-hpc-and-ai-ambitions/ How Cray makes Ethernet suitable for HPC: https://www.nextplatform.com/2019/08/16/how-cray-makes-ethernet-suited-for-hpc-and-ai-with-slingshot/ The generative AI stack according to Andreesen Horowitz: https://a16z.com/2023/06/20/emerging-architectures-for-llm-applications/…

Breaking Analysis with Dave Vellante

1
Uber’s real-time architecture represents the future of data apps…meet the architects who built it 51:20

۲ years پیش51:20

51:20

Uber has one of the most amazing business models ever created. The company’s mission is underpinned by technology that helps people go anywhere and get anything. The results have been stunning. In just over a decade, Uber has become a firm with more than $30 billion in annual revenue, an annual bookings run rate of $126B and a market capitalization near $90 billion today. Moreover, the company’s productivity metrics are 3-5 times greater than what you’d find at a typical technology company when, for example, measured by revenue per employee. In our view, Uber’s technology stack represents the future of enterprise data apps where organizations will essentially create real time digital twins of their businesses and in doing so, deliver enormous customer value. In this Breaking Analysis, we introduce you to one of the architects behind Uber’s groundbreaking fulfillment platform. We’ll explore their objectives, the challenges they had to overcome, how Uber has done it and why we believe their platform is a harbinger for the future. Uber’s fulfillment platform technical blog: https://www.uber.com/blog/fulfillment-platform-rearchitecture/ Using Google Cloud Spanner to support Uber’s data management mission: https://www.uber.com/blog/building-ubers-fulfillment-platform/ Google Cloud Spanner technical paper: https://static.googleusercontent.com/media/research.google.com/en//archive/spanner-osdi2012.pdf…

Breaking Analysis with Dave Vellante

1
Snowflake Summit will reveal the future of data apps...here's our take 40:47

۲ years پیش40:47

40:47

Databricks faces strategic decisions…here’s why https://wikibon.com/breaking-analysis-databricks-faces-critical-strategic-decisionsheres-why/

Breaking Analysis with Dave Vellante

1
Cisco needs to simplify…Here’s how 42:44

۲ years پیش42:44

42:44

With a nearly $60B revenue run rate, growing at 14% and throwing off over $5B in operating cash last quarter, Cisco has an awesome business. But customers are vocal about the complexity of Cisco’s portfolio and if not addressed head on, the company risks encountering friction beyond just economic headwinds. We believe Cisco’s challenges are most decidedly not product breadth and depth, rather the company’s mandate is to integrate the piece parts of its intricate offerings to create more facile and seamless experiences for customers. In this Breaking Analysis and ahead of Cisco Live US, we dig deeper into Cisco’s business and double click on three key areas of its portfolio including: 1) Security; 2) Networking; and 3) Observability. With spending data from ETR and a guest appearance from SiliconANGLE contributor and market watcher Zeus Kerravala , principal at ZK Research. Is Cisco a buy? https://www.investors.com/news/technology/cisco-stock-buy-now/ Gartner MQ on observability & APM: https://www.honeycomb.io/gartner-magic-quadrant-apm-observability-2022 Cisco’s most recent earnings transcript https://www.fool.com/earnings/call-transcripts/2023/05/17/cisco-systems-csco-q3-2023-earnings-call-transcrip/ Cisco financial slide deck https://seekingalpha.com/article/4605527-cisco-systems-inc-2023-q3-results-earnings-call-presentation…

Breaking Analysis with Dave Vellante

1
The future of AI is real time data…Meantime GPUs are making all the headlines 46:38

۲ years پیش46:38

46:38

The era of AI everything continues to excite. But unlike the Internet era, where any company announcing a dotcom anything immediately rose in value, the AI gods appear to be more selective. Nvidia beat its top line whisper number by more than $300M and the company’s value is rapidly approaching one trillion dollars. Marvell narrowly beat expectations this week but cited future bandwidth demand driven by AI and the stock was up more than 20% on Friday. Broadcom was up nearly 10% on sympathy with the realization that connect-centricity beyond the CPU is what the company does really well. Meanwhile, other players like Snowflake, which also narrowly beat earnings Wednesday and touted AI as a future tailwind, got hammered as customers dial down cloud consumption. In this Breaking Analysis we look at the infrastructure of AI examining the action at the silicon layer specifically around Nvidia’s momentum. Since much of AI is about data, we’ll also look at the spending data on two top data platforms, Snowflake and Databricks to see what the survey data says and examine the future of real time data and automation as a catalyst for massive productivity growth in the economy. To do so we have a special Breaking Analysis panel with John Furrier and David Floyer. How Nvidia plans to own the data center https://wikibon.com/breaking-analysis-how-nvidia-plans-to-own-the-datacenter-with-ai/ What Pat Gelsinger has to do to save Intel https://wikibon.com/breaking-analysis-pat-gelsinger-must-channel-andy-grove-recreate-intel/ Nvidia earnings: https://siliconangle.com/2023/05/24/nvidias-stock-soars-strong-sales-forecast-amid-surging-demand-ai-chips/ Snowflake earnings & Neeva acquisition https://siliconangle.com/2023/05/24/snowflakes-stock-falls-guidance-miss-confirms-plans-acquire-neeva/ Databricks faces key strategic decisions… https://wikibon.com/breaking-analysis-databricks-faces-critical-strategic-decisionsheres-why/…

Breaking Analysis with Dave Vellante

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The AI-powered hybrid-multi-super cloud 21:20

۲ years پیش21:20

21:20

AI will now add superpowers to every triggering buzzword, hence the title of this week’s post. Look past the buzz and you’ll find substance somewhere. The spring conference season is kicking into high gear, so it’s a time to get serious and extract the signal from the event noise. This week we’ll see Microsoft Build, which will no doubt volley shots back from the messaging at Google I/O . Two other big events will take place this week, Red Hat Summit / Ansible Fest in Boston and the annual Dell Technologies World in Las Vegas. theCUBE will be covering both of these shows and we want to take this opportunity to update you on the state of hybrid multi-cloud…what we call supercloud. In this Breaking Analysis we examine some of the key infrastructure players in hybrid multi-cloud with a focus on Red Hat and Dell Technologies, two firms that increasingly are partnering with each other as VMware’s future evolves. We’ll share recent ETR survey data on the position of several other hybrid / cross-cloud players including Cloudflare, Equinix, HPE, IBM, Oracle, VMware and others. We’ll also share what we expect to hear at Red Hat Summit and Dell Technologies World this year. Fitzy’s cloud repatriation index: https://www.platformonomics.com/2023/05/platformonomics-repatriation-index-q1-2023-surfs-up/ Percent of workloads in the cloud (Statistica): https://www.statista.com/statistics/1266602/workloads-cloud-organizations-worldwide/ Red Hat project Wisdom: https://www.redhat.com/en/engage/project-wisdom Nugget on reddit about Ansible Lightspeed https://www.reddit.com/r/ansible/comments/12pnl2b/ansible_lightspeed/ GitHub clue on Ansible AI https://github.com/ansible/vscode-ansible/releases What to expect at Red Hat Summit 2023 https://siliconangle.com/2023/05/10/expect-red-hat-summit-join-thecube-may-23-24-rhsummit/ What to expect at Dell Tech World 2023: https://siliconangle.com/2023/05/11/expect-thecubes-coverage-dell-technologies-world-join-thecube-may-22-24/…

Breaking Analysis with Dave Vellante

1
Searching for gold in enterprise AI 40:25

۲ years پیش40:25

40:25

The AI gold rush is on. The paths to monetization are seemingly endless but the most obvious converge on making humans more productive or supercharging existing business models like search advertising or subscription licenses. Much of AI adoption in enterprise IT is hidden. Our research shows a very high overlap (around 40-60%) between AI adoption in enterprise tech and embedded AI inside software from the likes of Salesforce, ServiceNow, Workday, SAP, Oracle and other major players. But the rapid advancements of tools from AI leaders and an emerging group of independent firms is causing customers to think differently. Catalyzed by the OpenAI Microsoft partnership, organizations are rapidly trying to figure out how to apply these tools to create competitive advantage. Every firm on the planet wants to ride the AI wave. Virtually overnight, investment capital has shifted to fund early stage AI startups with much less funding required relative to previous boom cycles. In this Breaking Analysis we review ETR data to quantify the state of AI spending in the enterprise and look at the positions of several key players in the space that offer AI tools and platforms. To do so we invite Andy Thurai, CUBE contributor, VP and principal analyst at Constellation Research. Andy will help us unpack the hits and misses from this past week’s Google IO conference and give us his perspectives on what it takes to catch the AI wave and avoid becoming driftwood. Constellation research hits and misses from Google IO https://www.constellationr.com/blog-news/google-s-generative-ai-strategy-google-io-2023-hits-and-misses Recap of Google IO announcements: https://t.co/yx6POoLRLG https://twitter.com/rowancheung/status/1656564347290746880?s=51&t=AqnHczjrru-dQaVNpPGp7w Microsoft eyes search deal with Firefox as Bing search sputters: https://www.theinformation.com/articles/microsoft-eyes-firefox-search-deal-as-bing-chatbot-gains-sputter?rc=nxigdx Watson beats Ken Jennings https://www.youtube.com/watch?v=Sp4q60BsHoY IBM Watsonx https://www.infoworld.com/article/3695951/ibm-takes-on-aws-google-and-microsoft-with-watsonx.html…

Breaking Analysis with Dave Vellante

1
Desperately Seeking Cloud Repatriation 18:53

۲ years پیش18:53

18:53

While we’ve been skeptical about repatriation as a notable movement, anecdotal evidence suggests that it is happening in certain pockets. Even though we still don’t see cloud repatriation broadly showing in the numbers, certain examples have caught our attention. In addition, the potential impact of AI raises some interesting questions about where infrastructure should be physically located and causes us to revisit our premise that repatriation is an isolated and negligible trend. In this Breaking Analysis we look at a number of sources, including the experiences of 37signals , which has documented its departure from public clouds. We’ll also examine the relationship between repatriation and SRE Ops skill sets. As always we’ll look at survey data from our partners at ETR, a recent FinOps study published by Vega Cloud and revisit the Cloud Repatriation Index, which we believe is breaking a three-year trend. The cost of cloud, a Trillion Dollar Paradox: https://a16z.com/2021/05/27/cost-of-cloud-paradox-market-cap-cloud-lifecycle-scale-growth-repatriation-optimization/ IDC Repatriation Report: https://img1.wsimg.com/blobby/go/a76227cd-a662-4f4e-9b26-1a6fdca9f0fd/downloads/1cnptggfe_976725.pdf The connection between cloud repatriation and SRE Ops by Lori MacVittie: https://devops.com/the-curious-connection-between-cloud-repatriation-and-sre-ops/#disqus_thread Snowflake March 2023 10K: Read the notes! https://d18rn0p25nwr6d.cloudfront.net/CIK-0001640147/ba7caf53-f000-4fc0-b8a3-ef379d21b99d.pdf Why we’re leaving the cloud (37signals) https://world.hey.com/dhh/why-we-re-leaving-the-cloud-654b47e0 Sovereign clouds (37signals): https://world.hey.com/dhh/sovereign-clouds-661eb5e4 The Platformanomics Repatriation Index: https://www.platformonomics.com/2022/11/introducing-the-platformonomics-repatriation-index/ Vega Cloud Optimization Report: https://www.vegacloud.io/_files/ugd/e67781_49124f7bd58d4b358ddd0845aac33cff.pdf The cost of cloud, a Trillion Dollar Paradox: https://a16z.com/2021/05/27/cost-of-cloud-paradox-market-cap-cloud-lifecycle-scale-growth-repatriation-optimization/ The true cost of scale out file storage [The Cloudcast Podcast] https://www.thecloudcast.net/2023/03/scale-out-cloud-storage.html…

Breaking Analysis with Dave Vellante

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Don't be fooled by slowing cloud growth...cost optimization is a feature not a bug 24:42

۲ years پیش24:42

24:42

The big three US cloud players all announced earnings this past week and, as expected, cloud growth is slowing. But don’t kid yourselves. Hyperscale clouds remain the epicenter of innovation in tech and foundation models like GPT will only serve to harden this fundamental fact. Our data suggests the deceleration in cloud spend is a function of two related factors: 1) Cautious consumption patterns; and 2) Aggressive cloud optimization, which is being promoted by the big three cloud vendors in an attempt to lock in customers to longer term commitments. There is still no clear evidence in the numbers that repatriation is a factor. Rather, the ability to quickly dial down spending and pause projects is an attractive feature of cloud computing and one that, until now, has never really been seen on a broad market basis. In this Breaking Analysis we try to explain the implications of this seemingly simple but nuanced dynamic. We’ll review the latest hyperscale cloud data for the big three players, share our analysis of certain comments made by cloud executives and show you the latest ETR data on spending and market presence in the cloud.…

Breaking Analysis with Dave Vellante

۲ years پیش17:53

17:53

Breaking Analysis with Dave Vellante

1
Databricks faces critical strategic decisions…here’s why 38:44

۲ years پیش38:44

38:44

With George Gilbert When Apache Spark became a top level project in 2014, and shortly thereafter burst onto the big data scene, it along with the public cloud disrupted the big data market. Databricks cleverly optimized its tech stack for Spark and took advantage of the cloud to deliver a managed service that has become a leading AI and data platform among data scientists and data engineers. However, emerging customer data requirements and market forces are conspiring in a way that we believe will cause modern data platform players generally and Databricks specifically to make some key directional decisions and perhaps even reinvent themselves. In this Breaking Analysis we do a deeper dive into Databricks. We explore its current impressive market momentum using ETR survey data. We’ll also lay out how customer data requirements are changing and what we think the ideal data platform will look like in the mid-term. We’ll then evaluate core elements of the Databricks portfolio against that future vision and close with some strategic decisions we believe the company and its customers face. To do so we welcome in our good friend George Gilbert, former equities analyst, market analyst and principal at Tech Alpha Partners. FULL ARTCILE: https://wikibon.com/breaking-analysis-databricks-faces-critical-strategic-decisionsheres-why/…

Breaking Analysis with Dave Vellante

1
MWC 2023 goes beyond consumer & deep into enterprise tech 13:36

۲ years پیش13:36

13:36

While never really meant to be a consumer tech event, over time, the rapid ascendancy of smartphones captured much of the agenda at Mobile World Congress, now MWC. And while device manufacturers continue to have a major presence at the show, the maturity of intelligent devices, longer lifecycles and the disaggregation of the network stack have created more interest in enterprise-class technologies than ever before. Semiconductor manufacturers, network equipment players, infrastructure companies, cloud vendors, software providers and a spate of startups are eyeing the trillion dollar plus telecommunications industry as one of the next big things to watch this decade. In this Breaking Analysis we bring you part 2 of our ongoing coverage of MWC 2023. With some new data on enterprise players specifically within large telco environments. We’ll also take a brief glimpse at some of the pre-announcement news from the show and corresponding themes ahead of MWC. We’ll close with the key innovation areas we’ll be covering at the show on theCUBE. FULL ARTICLE: https://wikibon.com/breaking-analysis-mwc-2023-goes-beyond-consumer-deep-into-enterprise-tech/…

Breaking Analysis with Dave Vellante

1
MWC 2023 highlights telco transformation & the future of business 15:48

۲ years پیش15:48

15:48

The world’s leading telcos are often branded as monopolies that lack innovation. Telcos have been great at operational efficiency, connectivity and living off of transmission services. But in a world beyond telephone poles and basic wireless services, how will telcos modernize, become more agile and monetize new opportunities brought about by 5G, private wireless and a spate of new innovations in infrastructure, cloud, data, AI and apps? It’s become table stakes for carriers to evolve their hardened, proprietary infrastructure stacks to more open, flexible, cloud-like models. But doing so brings risks that telcos must carefully balance as they strive to deliver consistent quality of service while at the same time moving faster and avoiding disruption. In this Breaking Analysis and ahead of MWC23, we explore the evolution of the telco business and how the industry is in many ways, mimicking a transformation that took place decades ago in enterprise IT. We’ll model some of the traditional enterprise vendors using ETR data and investigate how they’re faring in the telecomms vertical. And we’ll pose some of the key issues facing the industry this decade.…

Breaking Analysis with Dave Vellante

1
Google's Point of View on Confidential Computing 34:17

۲ years پیش34:17

34:17

Confidential computing is a technology that aims to enhance data privacy and security by providing encrypted computation on sensitive data in use and isolating data from apps and other host resources in fenced off enclaves. The concept of confidential computing is gaining popularity, especially in the cloud computing space where sensitive data is commonly stored and processed. However, there are some who view confidential computing as an unnecessary technology and a marketing ploy by cloud providers, aimed at calming customers who are cloud-phobic. In this Breaking Analysis we revisit the notion of confidential computing and explore whether it’s just marketing or a key part of a trusted security strategy. To do so we’ll invite two Google experts to the show. But before we get there let’s summarize the overall market climate briefly with some ETR data.…

Breaking Analysis with Dave Vellante

1
Cloud players sound a cautious tone for 2023 17:25

۲ years پیش17:25

17:25

The unraveling of market enthusiasm continued in Q4 of 2022 with the earnings reports from the U.S. hyperscalers now all in. As we said earlier this year, even the cloud is not immune from the macro headwinds and the cracks in the armor we saw from the data we shared last summer are playing out into 2023. For the most part, actuals are disappointing beyond expectations, including our own. It turns out that our estimates for the big 3 hyperscale revenue missed by $1.2 billion or 2.7% lower than we had forecast from our most recent November estimates. We expect decelerating growth rates for the hyperscalers will continue through the summer of 2023 and won’t abate until comparisons get easier. In this Breaking Analysis we share our view of what’s happening in cloud markets – not just for the hyperscalers but other firms that have hitched a ride on the cloud. And we’ll share new ETR data that shows why these trends are playing out, tactics customers are employing to deal with their cost challenges and how long the pain is likely to last.…

Breaking Analysis with Dave Vellante

1
Enterprise Technology Predictions 2023 37:34

۲ years پیش37:34

37:34

Making predictions about the future of enterprise tech is more challenging if you strive to lay down forecasts that are measurable. In other words if you make a prediction, you should be able to look back a year later and say with some degree of certainty whether the prediction came true or not. With evidence to back that up. In this Breaking Analysis we aim to do just that with predictions about the macro IT spending environment, cost optimization, security – lots to talk about there – generative AI, cloud and supercloud, blockchain adoption, data platforms, including commentary on Databricks, Snowflake and other key players, automation, events and we may even have some bonus predictions. To make all this happen we welcome back for the third year in a row, Erik Bradley our colleague from ETR. As well, you can check out how we did with our 2022 predictions.…

Breaking Analysis with Dave Vellante

۴ years پیش21:41

21:41

Breaking Analysis with Dave Vellante

1
Break up Amazon? Survey Suggests it May Not be Necessary 12:32

۴ years پیش12:32

12:32

Despite the posture that big tech generally and Amazo.com Inc.specifically should be regulated and/or broken apart, recent survey research suggests that Amazon faces many disruption challenges , independent of any government intervention. Specifically, respondents to our survey believe that history will repeat itself in that there’s a 60% probability that Amazon will be disrupted by market forces, including self-inflicted wounds. Amazon faces at least seven significant disruption scenarios of varying likelihood and impact, perhaps leading to the conclusion that the government should let the market adjudicate Amazon’s ultimate destiny. In this Breaking Analysis, and ahead of AWS re:Invent, we share the results of our survey designed to asses what, if anything, could disrupt Amazon. We’ll also show you some data from ETR that indicates the strong momentum of AWS is likely to continue, which could be a factor in any government intervention.…

Breaking Analysis with Dave Vellante

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Investors Cash in as Users Fight a Perpetual Cyber War 18:38

۴ years پیش18:38

18:38

Despite the more than one hundred billion dollars spent each year fighting cybercrime, when we do an end of year lookback and ask, “how did we do,” the answer is invariably the same-- worse than last year. Pre-pandemic the picture was disheartening. But since March of 2020 the situation has only worsened as cybercriminals have become increasingly sophisticated, better funded and more brazen. Secops pros continue to fight but unlike conventional wars, this one has no end. The flip side of course is that markets continue to value cybersecurity firms at significant premiums because this huge market will continue to grow by double digits for the foreseeable future. #BreakingAnalysis #theCUBE…

Breaking Analysis with Dave Vellante

1
AWS & Azure Accelerate Cloud Momentum 17:16

۴ years پیش17:16

17:16

Despite all the talk about repatriation, hybrid and multi-cloud opportunities and cloud as an increasingly expensive option for customers…the data continues to show the importance of public cloud to the digital economy. Moreover, the two leaders, AWS and Azure are showing signs of accelerated momentum that point to those two giants pulling away from the pack in the years ahead. Each of these companies is demonstrating broad-based momentum across their respective product lines. It’s unclear if anything other than government intervention or self-inflicted wounds will slow these two companies down this decade. Despite the commanding lead of the two leaders, a winning strategy for companies that don’t run their own cloud continues to be innovating on top of their massive CAPEX investments. The most notable example of this approach in our view continues to be Snowflake. In this Breaking Analysis, Dave will provide our quarterly market share update of the big four hyperscale cloud providers. We’ll share some new data from ETR based on the most recent survey, drill into some of the reasons for the momentum of AWS and Azure; and drill further into the database and data warehouse sector to see what if anything has changed in that space.…

Breaking Analysis with Dave Vellante

1
Cutting Through the Noise of Full Stack Observability 24:13

۴ years پیش24:13

24:13

Full stack observability is the new buzz phrase. As businesses go digital, customer experience becomes ever more important. Why? Because fickle consumers can switch brands in the blink of an eye – or the click of a mouse. Every vendor wants a piece of the action in this market including companies that have provided traditional monitoring, log analytics, application performance management, and related services. These companies are joined by a slew of new entrants claiming end-to-end visibility across the so-called “modern tech stack.” Recent survey research however confirms our thesis that no one company has it all. New entrants have a vision and are not encumbered by legacy technical debt. However their offerings are immature. Established players with deep feature sets in one segment are pivoting through M&A and organic development to fill gaps. Meanwhile, cloud players are gaining traction and participating through a combination of native tooling combined with strong ecosystems to address this opportunity. In this Breaking Analysis we dive into a recent ETR drill down study on full stack observability. And to do so we once again welcome in our colleague Erik Bradley, Chief Engagement Strategist at ETR. ______________________________________________________________________________________________________ All statements made regarding companies or securities are strictly beliefs, points of view and opinions held by SiliconANGLE media, Enterprise Technology Research, other guests on theCUBE and guest writers. Such statements are not recommendations by these individuals to buy, sell or hold any security. The content presented does not constitute investment advice and should not be used as the basis for any investment decision. You and only you are responsible for your investment decisions.…

Breaking Analysis with Dave Vellante

1
What Could Disrupt Amazon? 28:32

۴ years پیش28:32

28:32

What Could Disrupt Amazon? Weigh in and take the survey. SiliconANGLE and theCUBE, in collaboration with author and thought leader David Moschella, are initiating a community research project. The question we're asking is, over the course of the next decade, "what could disrupt the extraordinary success of Amazon, Google, Apple, Microsoft, and Facebook?" The first survey focuses on Amazon. Five public US-based companies have market valuations over or just near 1 Trillion dollars. As of Oct. 29th, Apple and Microsoft top the list, each at 2.5T, followed by Alphabet at 2TR, Amazon at 1.7T and Facebook (now Meta) at just under 1T - off from it’s high of 1.1 T prior to its recent troubles. These companies have reached extraordinary levels of success and power. What, if anything could disrupt their market dominance?…

Breaking Analysis with Dave Vellante

1
Data Mesh...A New Paradigm for Data Management 42:04

۴ years پیش42:04

42:04

Data mesh is a new way of thinking about how to use data to create organizational value. Leading edge practitioners are beginning to implement data mesh in earnest. Importantly, data mesh is not a single tool or a rigid reference architecture. Rather it’s an architectural and organizational model that is designed to address the shortcomings of decades of data challenges and failures. As importantly, it’s a new way to think about how to leverage and share data at scale across an organization and ecosystems. Data mesh in our view will become the defining paradigm for the next generation of data excellence. In this Breaking Analysis we welcome the founder and creator of data mesh, author, thought leader, technologist Zhamak Dehghani, who will help us better understand some of core principles of data mesh and the future of decentralized data management. With practical advice for data pros who want to create the next generation of data-driven organizations.…

Breaking Analysis with Dave Vellante

1
The Hybrid Cloud Tug of War Gets Real 22:18

۴ years پیش22:18

22:18

It looks like Hybrid cloud is finally here. We’ve seen a decade of posturing, marketecture, slideware and narrow examples but there’s little question that the definition of cloud is expanding to include on-premises workloads in hybrid models. Depending on which numbers you choose to represent IT spending, public cloud accounts for less than 5% of the total pie. As such there’s a huge opportunity in hybrid, outside of the pure public cloud; and everyone wants a piece of the action. The big question is how will this now evolve? Customers want control, governance, security, flexibility and a feature-rich set of services to build their digital businesses. It’s unlikely they can buy all that – so they’re going to have to build it with partners. Specifically vendors, SIs, consultancies, and their own developers. The tug-of-war to win the new cloud day has finally started in earnest – between the hyperscalers and the largest enterprise tech companies in the world.…

Breaking Analysis with Dave Vellante

۴ years پیش19:29

19:29

The convenience of online access to bank accounts, payment apps, crypto exchanges and other transaction systems has created enormous risks, which the vast majority of individuals either choose to ignore or simply don’t understand. The Internet has become the new private network and unfortunately, it’s not so private. APIs, scripts, spoofing, insider crime, sloppy security hygiene by users and much more, all increase our risks. The convenience of cloud-based services, in many respects, exacerbates the problem. But software built in the cloud is a big part of the solution.…

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