Can AI compress the years long research time of a PhD into seconds? Research scientist Max Jaderberg explores how “AI analogs” simulate real-world lab work with staggering speed and scale, unlocking new insights on protein folding and drug discovery. Drawing on his experience working on Isomorphic Labs' and Google DeepMind's AlphaFold 3 — an AI model for predicting the structure of molecules — Jaderberg explains how this new technology frees up researchers' time and resources to better understand the real, messy world and tackle the next frontiers of science, medicine and more. For a chance to give your own TED Talk, fill out the Idea Search Application: ted.com/ideasearch . Interested in learning more about upcoming TED events? Follow these links: TEDNext: ted.com/futureyou TEDAI Vienna: ted.com/ai-vienna Hosted on Acast. See acast.com/privacy for more information.…
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محتوای ارائه شده توسط SiliconANGLE. تمام محتوای پادکست شامل قسمت‌ها، گرافیک‌ها و توضیحات پادکست مستقیماً توسط SiliconANGLE یا شریک پلتفرم پادکست آن‌ها آپلود و ارائه می‌شوند. اگر فکر می‌کنید شخصی بدون اجازه شما از اثر دارای حق نسخه‌برداری شما استفاده می‌کند، می‌توانید روندی که در اینجا شرح داده شده است را دنبال کنید.https://fa.player.fm/legal
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Supercloud2 Explores Cloud Practitioner Realities & the Future of Data Apps
Manage episode 374238194 series 3502611
محتوای ارائه شده توسط SiliconANGLE. تمام محتوای پادکست شامل قسمت‌ها، گرافیک‌ها و توضیحات پادکست مستقیماً توسط SiliconANGLE یا شریک پلتفرم پادکست آن‌ها آپلود و ارائه می‌شوند. اگر فکر می‌کنید شخصی بدون اجازه شما از اثر دارای حق نسخه‌برداری شما استفاده می‌کند، می‌توانید روندی که در اینجا شرح داده شده است را دنبال کنید.https://fa.player.fm/legal
Enterprise tech practitioners, like most of us, want to make their lives easier so they can focus on delivering more value to their business. They want to tap best of breed services in the public cloud and at the same time connect their on-prem intellectual property to emerging applications which drive top line revenue and bottom line profits. But creating a consistent experience across clouds and on-prem estates has been an elusive capability for most organizations, forcing tradeoffs and injecting friction into the system. The need to create seamless experiences is clear and the technology industry is starting to respond with platforms, architectures and visions of what we call Supercloud.
In this Breaking Analysis we give you a preview of Supercloud2, share key findings leading up to the event and highlight some of the areas we’ll be probing in the live program.
282 قسمت
اشتراک گذاریManage episode 374238194 series 3502611
محتوای ارائه شده توسط SiliconANGLE. تمام محتوای پادکست شامل قسمت‌ها، گرافیک‌ها و توضیحات پادکست مستقیماً توسط SiliconANGLE یا شریک پلتفرم پادکست آن‌ها آپلود و ارائه می‌شوند. اگر فکر می‌کنید شخصی بدون اجازه شما از اثر دارای حق نسخه‌برداری شما استفاده می‌کند، می‌توانید روندی که در اینجا شرح داده شده است را دنبال کنید.https://fa.player.fm/legal
Enterprise tech practitioners, like most of us, want to make their lives easier so they can focus on delivering more value to their business. They want to tap best of breed services in the public cloud and at the same time connect their on-prem intellectual property to emerging applications which drive top line revenue and bottom line profits. But creating a consistent experience across clouds and on-prem estates has been an elusive capability for most organizations, forcing tradeoffs and injecting friction into the system. The need to create seamless experiences is clear and the technology industry is starting to respond with platforms, architectures and visions of what we call Supercloud.
In this Breaking Analysis we give you a preview of Supercloud2, share key findings leading up to the event and highlight some of the areas we’ll be probing in the live program.
282 قسمت
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1 Beyond Walled Gardens: How Snowflake Navigates New Competitive Dynamics 1:08:59
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پخش در آینده پخش در آینده لیست ها پسندیدن دوست داشته شدThe 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 “Service as Software” – a model where software-based digital agents augment every business process. The Salesforce chief has often quipped that today’s CEOs are “the last generation of executives leading exclusively human workforces,” underscoring his conviction that AI agents (what many call agentic AI) will soon work alongside humans in every enterprise. Our premise is that this “digital labor” revolution could be more disruptive than the cloud and mobile waves of 15 years ago, fundamentally redefining how applications function . In this Breaking Analysis, we focus on Salesforce’s Agentforce and Data Cloud strategies – the twin pillars of its agentic vision – and how they position the company to become what we call the first software-only hyperscaler. We also examine the broader industry context, including competitive dynamics with Microsoft and Salesforce’s interoperability with platforms like Snowflake, Databricks and AWS. FULL ARTICLE: https://thecuberesearch.com/276-breaking-analysis-salesforce-agentforce-data-cloud-a-path-to-the-software-only-hyperscaler/…
As 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), and shifting security budget priorities. Our research shows that though cybersecurity remains a top priority for information technology leaders, it is not immune from macroeconomic headwinds. Moreover, geopolitical tensions have heightened perceived and actual threats, causing a large portion of customers to change their spending habits. On balance, cybersecurity remains the most challenging sector in tech, where 100% success is virtually unattainable; and failure can cripple a firm’s brand. In this Breaking Analysis, we dig into Enterprise Technology Research’s Annual State of Security Research (free download). We’ll examine the macro picture in cybersecurity, share the shifting spending patterns and priorities exposed in the research, examine the hype and realities of platform consolidation, and share which companies chief information security officers feel are helping them innovate to fight the fight.…
At 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 enterprises are far from ready to reap the benefits of fully autonomous agents. Much work needs to be done to realize the full promise of agentic systems, including organizational alignment to create a true data culture, cleaning up data silos, harmonizing that data, assigning data ownership, data product thinking, getting governance and security right, choosing technology partners, rationalizing SaaS and on-prem applications portfolios, and of course change management to get all this done. Starting the journey toward an agentic enterprise is an exciting imperative, but in our view will take the better part of a decade to realize its full promise. In this Breaking Analysis, we put the summit’s optimism into context, examine why enterprise adoption of agentic AI is on a slower trajectory than the hype would imply, and update our “yellow brick road” to agentic – i.e. the stepping stones required to get to the promised land of agentic automation.…
00:00 - 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 - Strategic Capital Allocation and Competitive Edge Analysis 23:05 - Data Stack and Industry Partnerships 26:42 - Conclusion and Closing…
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 in Business Strategy 22:29 - Guiding Principles for Effective AR Practices 30:46 - Impact of AI on Analyst Relations 36:48 - Navigating Success: Insights and Journeys in Analyst Relations…
00:00 - 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: Overcoming Challenges and Future Outlook…
1 266 | Breaking Analysis | Why Intel Must Stay Independent Spin Out Foundry & Rebuild an Iconic Brand 24:09
In this special breaking analysis, we're pleased to introduce a new predictions episode featuring some of the top analysts at theCUBE Research. With us today are six of our industry analysts: Bob Laliberte, who covers networking, Scott Hebner on the AI front, Savannah Peterson who will be talking about the impact of consumer tech, Jackie McGuire our newest cybersecurity analyst, Christophe Bertrand who will be discussing his predictions on cyber resiliency, and Paul Nashawaty who leads our App/Dev practice. Thank you all for being here. We really appreciate the collaboration and we are very excited for our inaugural team predictions.…
1 Data Renaissance, Agents, LAMs, SAMs & AI Threats 1:15:47
1:15:47 پخش در آینده پخش در آینده لیست ها پسندیدن دوست داشته شد1:15:47
پخش در آینده پخش در آینده لیست ها پسندیدن دوست داشته شدIn this special breaking analysis, we're pleased to host our fourth annual data predictions power panel with some of our collaborators in the CUBE Collective and members of the Data Gang. Joining theCUBE Research’s Dave Vellante are five of the top industry analysts focused on data platforms. Sanjeev Mohan of Sanjmo, Tony Baer of dbInsight, recent IDC graduate Carl Olofson, the always engaging Dave Menninger, who is with ISG, and Brad Schimmin with Omdia. Follow theCUBE's live event coverage https://www.thecube.net/ Their discussion focuses on the rapid transformation of the technology and data landscape, driven by advancements in AI and accelerated computing. They also analyze market trends, highlighting the increasing dominance of machine learning and AI in enterprise spending priorities. For daily news for CIOs, check out our parent publication at https://siliconangle.com/ In addition, they explore emerging technologies such as inference-time data consumption, the evolution of AI-driven enterprise applications and the importance of metadata management. The conversation also turns to the growing security challenges associated with AI implementation and the need for better tools to manage and protect AI systems effectively. 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 #theCUBE #BreakingAnalysis #theCUBEResearch #CUBECollective #TechPredictions #DataGang…
1 How NVIDIA is Creating a $1.4 Trillion Market in Ten Years 1:00:23
1:00:23 پخش در آینده پخش در آینده لیست ها پسندیدن دوست داشته شد1:00:23
پخش در آینده پخش در آینده لیست ها پسندیدن دوست داشته شدThis special Breaking Analysis outlines a bold plan for spinning out Intel’s foundry business, relying on multi-stakeholder investments from tech giants, private equity, and government funding, coupled with strategic partnerships with industry leaders like TSMC or possibly Samsung. Because only TSMC (or Samsung) has the necessary expertise to design, build and operate modern foundries and get to profitability in a reasonable timeframe.…
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Breaking Analysis with Dave Vellante
In this Breaking Analysis, Dave Vellante, chief analyst at theCUBE Research, reviews the changes Microsoft made to its financial reporting with a special focus on Azure impacts. He shares how it affects the cloud data and gives his thoughts on Microsoft’s AI reporting. Follow theCUBE's live event coverage https://www.thecube.net/ Microsoft recently updated its Azure financial reporting, aligning with AWS to better reflect consumption-based revenue, which led to increased growth rates but lowered overall revenue due to the removal of slower-growth segments such as enterprise mobility and security and Power BI per-user pricing. For daily news for CIOs, check out our parent publication at https://siliconangle.com/ AI services now contribute significantly to Azure's growth, with up to 11% in the most recent quarter, driving investor confidence. However, this change also highlights that Azure’s market share had been overstated in prior reports. As Microsoft positions itself as a leader in AI, this shift is expected to push competitors to disclose their AI revenue, intensifying market competition. Read the full article https://siliconangle.com/2024/10/16/microsofts-financial-disclosures-reveal-azures-market-position/ 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 #theCUBE #BreakingAnalysis #theCUBEResearch #MicrosoftAzure #AI #EMS #AIRevenue…
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Breaking Analysis with Dave Vellante
In this Breaking Analysis we look at the security landscape and unpack the multi-dimensional relationship between IBM and Palo Alto Networks to better understand how industry collaboration can improve cyber defenses and modernize security operations. With us are two senior executives from each firm, Mohamad Ali, SVP and Head of IBM Consulting and BJ Jenkins, the President of Palo Alto Networks.…
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Breaking Analysis with Dave Vellante
In the latest episode of Breaking Analysis, theCUBE Research Chief Analysist Dave Vellante and Principal Analyst Rob Strechay break down Oracle’s growing momentum, highlighting the company’s strategic moves in cloud infrastructure, AI integration and its legacy database business. Oracle’s unique multicloud strategy, unveiled at Oracle Cloud World, takes center stage, with Larry Ellison’s bold vision of a password-free future and a focus on unmatched security. Follow theCUBE's live event coverage https://www.thecube.net/ The episode also dives into Oracle's strong financial performance, boasting a 44% operating margin and rapid cloud revenue growth, positioning it as a serious competitor to Amazon and Google. With automation and AI driving new levels of efficiency, Oracle’s focus on mission-critical applications sets it apart in the cloud market. Read the full article https://siliconangle.com/2024/09/14/larrys-world-just-live/ 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 #theCUBE #BreakingAnalysis #Oracle #theCUBEResearch #AI #automation #CloudRevenueGrowth…
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Breaking Analysis with Dave Vellante
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Breaking Analysis with Dave Vellante
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Breaking Analysis with Dave Vellante
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Breaking Analysis with Dave Vellante
In the latest Breaking Analysis, Dave Vellante, chief analyst at theCUBE Research, and George Gilbert, principal analyst at theCUBE Research, provided a detailed analysis of Snowflake's transformative journey and its future aspirations and gave some of their takeaways from Snowflake’s Data Could Summit. They discussed the company's shift from a scalable data warehouse to an AI-driven data cloud and application platform, emphasizing the strategic leadership of new CEO Sridhar Ramaswamy. Follow theCUBE's live event coverage https://www.thecube.net/…
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Breaking Analysis with Dave Vellante
In this Breaking Analysis, theCUBE Research analyst George Gilbert and I share how we see the next data platform, what we sometimes call the 6th data platform evolving. And we’ll give you a preview of what we expect at next week’s Snowflake Summit, including the company’s response to metadata catalogs, the integration of Snowpark and new application developments. Follow theCUBE's live event coverage https://www.thecube.net/ Snowflake is at a pivotal moment as the company faces new challenges in the evolving data platform landscape. Snowflake, known for its innovative data cloud vision and superior integrated data platform, now seeks to lead in AI and data applications. However, market forces are pressuring its core values of simplicity, efficiency and trusted data. For daily news for CIOs, check out our parent publication at https://siliconangle.com/ The shift towards open storage formats and data catalogs, alongside the AI revolution, tests Snowflake’s ability to extend its value proposition and compete in new markets. To succeed, Snowflake must flawlessly execute both organic and inorganic innovation while attracting new developer personas and maintaining profitability. Read the full article https://siliconangle.com/2024/06/01/sneak-peek-snowflake-data-cloud-summit-2024-reframing-future-data-platforms/ 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 #theCUBE #DataCloudSummit #BreakingAnalysis #Snowflake #6thDataPlatform #DataManagement #AI…
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Breaking Analysis with Dave Vellante
It’s estimated that firms on average have between 60 and 75 security tools installed. Although leading vendors logically market the benefits of addressing tools sprawl and complexity through consolidation, the data suggests that more than half the firms are increasing the number of security vendors installed, with a very small percentage able to effect vendor consolidation. Adding to the challenge is an environment where security operations pros have too many priorities to manage, including identity, vulnerability management, patching, endpoint, security and information event management, antivirus, zero trust, cloud security and more. Finally, firms are investing in artificial intelligence to relieve the crushing labor burden security analysts are facing but are being forced to balance innovation with the daily battle. In this Breaking Analysis, we preview RSA Conference 2024 with our colleague Erik Bradley of Enterprise Technology Research. We’ll provide a detailed analysis of a recent survey conducted by ETR, perfectly timed ahead of RSA.…
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Breaking Analysis with Dave Vellante
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Breaking Analysis with Dave Vellante
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Breaking Analysis with Dave Vellante
We attended both Nvidia Corp.’s GTC conference and Broadcom Inc.’s investor day this week where the artificial intelligence platform shift was on full display. In our view, GTC24 was the most important event in the history of the technology industry, surpassing Steve Jobs’ iPod and iPhone launches. The event was not the largest but, in our opinion, it was the most significant in terms of its reach, vision, ecosystem impact and broad-based recognition that the AI era will permanently change the world. Meanwhile, Broadcom’s first investor day underscored both the importance of the AI era and the highly differentiated strategies and paths that Nvidia and Broadcom are each taking. We believe Nvidia and Broadcom are currently the two best-positioned companies to capitalize on the AI wave and will each dominate their respective markets for the better part of a decade. But importantly, we see them each as enablers of a broader ecosystem that collectively will create more value than either of these firms will in and of themselves.…
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Breaking Analysis with Dave Vellante
Heading into the second half of 2023, some investors felt that the semiconductor run up last summer was a harbinger for a broader tech rally. That thesis proved prescient and rewarded managers who took on risk at the time with leading firms in semiconductors, security and enterprise software. The question is, where do we go from here? In this Breaking Analysis we welcome back Ivana Delevska, the founder and chief investment officer at Spear Invest, Nasdaq SPRX. Some have compared SPRX to a miniature version of Cathie Wood’s ARKK fund. However SPRX is more sector agnostic where Delevska focuses more broadly on growth themes such as her current emphasis on cybersecurity, semiconductors, and enterprise software.…
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Breaking Analysis with Dave Vellante
It’s been an interesting month in the cybersecurity space. The sector has been somewhat less affected by budget tightening these past twenty-four months and at the same time has benefitted from AI tailwinds. But in the past several weeks we’ve seen some separation in key highflying cybersecurity names. Specifically, Palo Alto shocked the street last month with a $600M billings forecast surprise and sounded the alarm that there were cracks in its consolidation execution. This dragged down other consolidation players in sympathy, namely CrowdStrike and Zscaler. But our research shows that the dynamics facing these three companies are quite different. Of particular note, CrowdStrike’s earnings print highlights the company’s impressive momentum while recent negativity around Zscaler is a bit of a head scratcher for us, which we’ll try to explain. In this Breaking Analysis we take a more narrow look at the information security space and dig deeper into the continued success of CrowdStrike. With recent survey data from ETR, we continue to advance our premise that platforms beat products and we identify several levers that are powering CrowdStrike’s path to $5B by FY 2026 and to $10B by the end of the decade.…
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Breaking Analysis with Dave Vellante
Broadcom is perhaps the most unique company in the technology business. It doesn’t simply chase markets that are on steep growth curves and can deliver short term ROI. Rather it goes after established markets with durable franchises. Broadcom focuses its R&D on serving customers in these markets with major engineering investments to achieve a dominant position in each of its target sectors. And sometimes, the company lucks out with this strategy and catches a wave accidentally by design. In this Breaking Analysis we extract key nuggets from our sit down at MWC this week with Charlie Kawwas, president of Broadcom’s Semiconductor Solutions Group, and we unpack the contrarian business technology model of Broadcom.…
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.…
The past twenty-four months have seen cloud spending face dual headwinds of macroeconomics and the ability to dial down resources as needed – i.e. cloud optimization. Nonetheless, the big four hyperscalers clocked in between $170 – $190B in IaaS and PaaS revenue last year depending on how you factor the leaked court documents suggesting Azure is much smaller than previously believed. Regardless, hyperscaler growth continued to outpace almost all markets, accelerating between 18-19% in revenue terms last year, despite their enormous size. As we progress into 2024, IT decision makers are cautiously optimistic about spending levels, especially for the second half. All hyperscalers report that cloud optimization is slowing although pockets of cloud cost cutting remain. While AI gets all the headlines, its contribution to revenue is still a small fraction of the overall spending pie. For example, we estimate that Microsoft’s AI services accounted for around $800M this past quarter. But the trajectory for AI services and the potential uplift looks promising for all four hyperscalers. We think collectively the generative AI uplift in cloud will surpass $10B this year. In this Breaking Analysis we update you on our latest hyperscale cloud spending and marketshare data. We’ll analyze the ETR survey data on cloud optimization, assess the Gen AI updraft for the big 3 US cloud players and look at some of the industry trend data on cloud spend by platform.…
As an American, you can’t help but root for Intel CEO Pat Gelsinger to succeed. His vision to bring semiconductor manufacturing leadership back to the United States is more than just a quaint nationalistic sentiment. Rather it’s a strategic imperative for the country, its military, global competitiveness and access to future technological innovations in the AI era. But his strategy is dependent upon the success of Intel both as a designer and a leading manufacturer of advanced chips. As such this choice puts Intel in a multi-front war with highly capable leaders in several markets, including names like AMD, NVIDIA, AWS, Google, Microsoft, Apple, Tesla and other chip designers…even perhaps OpenAI. As well Intel competes with with established manufacturers like Taiwan Semiconductor and Samsung. Moreover, Intel’s business model has been disrupted by Arm which has created a volume standard powered by the iPhone and mobile technologies. Finally, China, Inc. looms as a long-term competitor further underscoring the imperative. But the trillion dollar questions are: 1) What are the odds that Intel’s strategy succeeds; and 2) Are there more viable alternative strategies for both Intel and the United States? In this Breaking Analysis we try to address these uncertainties and to do so we welcome Ben Bajarin, CEO and Principal Analyst at Creative Strategies.…
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Breaking Analysis with Dave Vellante
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Breaking Analysis with Dave Vellante
In this Breaking Analysis, theCUBE Research analyst Dave Vellante unpacks the Enterprise Technology Research January spending data and digs into those areas that are expected to show above average performance and those that are likely to lag. Follow theCUBE's live event coverage https://www.thecube.net/…
We believe the future of intelligent data apps will enable virtually all organizations to operate a platform that orchestrates an ecosystem similar to that of Amazon.com. By this we mean dynamically connecting and digitally representing an enterprise’s operations including its customers, partners, suppliers and even competitors. This vision includes the ability to rationalize top down plans with bottom up activities across the many dimensions of a business – e.g. demand, product availability, production capacity, geographies, etc. Unlike today’s data platforms, which generally are based on historical systems of truth, we envision a prescriptive model of a business’ operations enabled by an emerging layer that unifies the intelligence trapped within today’s application silos. In this Breaking Analysis, we explore in depth, the semantic layer we’ve been discussing since early last year. To do so we welcome Molham Aref, the CEO ofRelationalAI.…
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Breaking Analysis with Dave Vellante
In this special Breaking Analysis we're pleased to host our third annual data predictions power panel with some of our collaborators in theCUBE Collective and members of the data gang. With us today are five of the top industry analysts focused on data platforms. Sanjeev Mohan of Sanjmo, Tony Baer of dbInsight, IDC's Carl Olofson, Dave Menninger who is with Ventana Research, now part of ISG and Doug Henschen with Constellation Research.…
In this Breaking Analysis we grade the 2023 predictions we made with ETR's Erik Bradley. We look back at what we said in January about the macro IT spending environment, cost optimization, security, generative AI, cloud, blockchain, data platforms, automation and tech events.
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Breaking Analysis with Dave Vellante
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Breaking Analysis with Dave Vellante
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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Breaking Analysis with Dave Vellante
We believe today’s so-called modern data stack, as currently envisioned, will be challenged by emerging use cases and AI-infused apps that begin to represent the real world, in real time, at massive data scale. To support these new applications, a change in underlying data and data center architectures will be necessary, particularly for exabyte scale workloads. Today’s generally accepted state of the art of separating compute from storage, must evolve in our view to separate compute from data and further enable compute to operate on a unified view of coherent and composable data elements. Moreover, our opinion is that AI will be used to enrich metadata to turn strings (i.e. ASCII code, files, objects, etc.) into things that represent real world capabilities of a business. In this Breaking Analysis we continue our quest to more deeply understand the emergence of a sixth data platform that can support intelligent applications in real time. To do so we are pleased to welcome two founders of VAST Data, CEO Renen Hallak and Jeff Denworth. VAST just closed a modest $118M financing round that included Fidelity at a valuation of ~$9B, which implies a quite minor change to the cap table.…
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Breaking Analysis with Dave Vellante
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…
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Breaking Analysis with Dave Vellante
Conventional wisdom says Microsoft Corp. is the big winner in the recent OpenAI saga. We don’t quite see it that way. Both Microsoft and OpenAI are in a worse position today than last Thursday, prior to the firing of OpenAI Chief Executive Sam Altman and the ongoing public drama that ensued. Microsoft and OpenAI had a huge lead in market momentum, artificial intelligence adoption and feature acceleration, and were setting the narrative in AI. Our discussions with customers and industry insiders leads us to conclude that the duo has put its substantial lead at risk. Although Microsoft CEO Satya Nadella is making lemonade from lemons, the window was just cracked open for the competition and it’s more clear than ever that one large language model will not rule them all.…
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