TheCUBE Podcast Episode 65 with John Furrier and Dave Vellante

Jul 10, 2024

TheCUBE Podcast Episode 65 with John Furrier and Dave Vellante

Hosts: John Furrier and Dave Vellante

Key Highlights:

Personal Updates:

  • John and Dave discussed their personal connections to UC Berkeley (Cal) and the University of North Carolina.
  • Talks about traveling and attending collegiate events such as visiting Cal Stadium.
  • Dave mentions the hikers wearing college swag in various locations and the reactions they invite.
  • John described how his heart monitor spiked during the presidential debate.

Current Events:

  • Presidential Debate Recap:

    • Discussion on the debate between Biden and Trump and their performance.
    • Observations on media bias and public reaction.
    • Speculation on Democratic Party's plans and candidate changes for Biden.

  • AI in Government:

    • AWS DC Summit highlighted transformations in public/private partnerships influenced by AI.
    • The need for digital retrenching and cross-sector collaborations.
    • The impact of technology on governance.

  • AI and Generative AI:

    • Companies like Google (Gemini 1.5) and Amazon are making significant advancements.
    • Broadcom's VCF (VMware Cloud Foundation) 5.2 aims to service the top tech companies in the world.
    • Perplexity, an AI startup, facing controversy but showcasing how AI is changing user interactions.
    • Google's AI: Google expanding its AI context windows and competing strongly in the market.

  • Tech Industry Updates:

    • Amazon's market cap reached $2 trillion with a goal of hitting $3 trillion, while Microsoft has soared ahead.
    • Nvidia, Meta, Google, Broadcom, Salesforce, and Oracle updates include product developments, acquisitions, and strategic partnerships.
    • VCF 5.2: Discussion on potential impacts and rollouts under Broadcom. Simplified pricing model and partnerships clean-up aimed at long-term customer value.

  • Political Commentary:

    • Deliberation on political trust and the role of diverse and younger generations in governmental reform.
    • Analyzing candidate viability and potential changes needed in the political landscape.

  • Young Generations and Technology:

    • Insights into Millennials, Gen Zs, and Alphas in workplace and technology adoption.
    • Observations on generational differences and the evolution of consumer and work behavior.

  • Upcoming Events and Research:

    • Supercloud 7 focusing on the next data platform, involving cutting-edge Enterprise applications.
    • Continued research on AI, agents, Enterprise tech trends, and their business impacts.
    • Various other tech-related events and summit schedules for the coming months.

Closing Thoughts:

  • Reflection on ongoing projects, industry shifts, and the evolving nature of tech in society, governance, and business.