theCUBE Podcast

Watch the latest episode of theCUBE Pod, where analysts John Furrier and Dave Vellante break down the biggest trends and innovations shaping the tech world. From industry disruptions to emerging technologies, we bring you expert analysis and insider insights — so you stay ahead in the fast-evolving enterprise landscape.

New episodes every Friday. Subscribe for weekly tech analysis.
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Watch the full lineup of theCUBE Pod https://www.youtube.com/playlist?list=PLenh213llmcYe7nXWic9QsnHUD5fqbEwu

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The latest theCUBE Pod episode, with theCUBE Research’s John Furrier and Dave Vellante, kicks off at the NYSE Wired Studio with a candid look at where the AI market really stands. Mega deals keep piling up, skepticism is rising and the enterprise mood feels unsettled.
Vellante opens with a quick check on a disrupted business week before the discussion turns to capital and momentum. Furrier walks through the surge in AI investment, references a Netscape-style moment around OpenAI and presses on whether today’s funding pace matches what companies can realistically absorb.
As the conversation continues, Furrier and Vellante focus on infrastructure, risk and where gravity is forming. NVIDIA becomes a useful reference point for where real workloads are showing up. The takeaway isn’t hype or fear — it’s a clearer sense of which AI bets are starting to prove themselves.
Read more https://siliconangle.com/2026/02/02/openai-nvidia-stock-market-ai-bubble-thecubepod/
New episodes every Friday. Subscribe for weekly tech analysis.
Spotify: https://open.spotify.com/show/1hBxlS60EKqxohsOVoPrEI?si=6137bdf3d08f4355&nd=1
Apple Podcasts: https://podcasts.apple.com/us/podcast/thecube-podcast/id1674287308
YouTube: https://www.youtube.com/playlist?list=PLenh213llmcYe7nXWic9QsnHUD5fqbEwu
Find more SiliconANGLE news and analysis https://siliconangle.com/
Follow theCUBE's wall-to-wall event coverage https://siliconangle.com/events/
Learn about the latest theCUBE events https://www.thecube.net/
00:00 - Navigating Markets and Media: A Comprehensive Insight
02:35 - The Growth and Financial Dynamics of AI: OpenAI's Influence and Market Trends
07:05 - Strategic AI Investments and Ecosystem Dynamics
11:05 - Financial Trends and Market Predictions
13:18 - Nvidia’s Market Position and Criticism
15:32 - AI IPOs and Market Windows
19:38 - Shifts in SaaS Business Models
27:26 - The Role of AI in Market Predictions
34:01 - IBM's Impact and Transition Success
38:16 - Infrastructure and Next-Gen Technology Growth
47:48 - Elon Musk and Strategic Mergers
52:49 - Conclusion and Super Bowl Preview
This Week in Enterprise:
Musk mulls a megacorp as AI dealmaking shifts into overdrive
AI dealmaking is surging, led by massive funding talks at OpenAI and Anthropic, Elon Musk’s rumored mega-combination ambitions and Apple’s $2B AI buy. Investors favor AI infrastructure over enterprise software, while IPO optimism stays cautious amid market jitters and layoffs.
Check out the full article https://siliconangle.com/2026/01/30/musk-mulls-megacorp-ai-dealmaking-shifts-overdrive/

In this week’s theCUBE Pod episode, John Furrier and Dave Vellante discuss how AI and crypto are colliding inside modern financial infrastructure. Recording from the NYSE and the Boston Studio, they dig into what BitGo’s initial public offering reveals about institutional adoption, trust and the evolving shape of digital finance.
They break down how BitGo positions itself as core infrastructure rather than a speculative platform, drawing parallels to how AWS reshaped cloud computing. The conversation explores custody, trust and transaction integrity, as well as why BitGo’s strategy matters as AI-driven systems increasingly intersect with digital asset workflows.
The discussion widens to global signals from Davos and beyond, where AI, blockchain and enterprise systems are converging faster than expected. Furrier and Vellante also unpack regulatory pressure, OpenAI’s influence and shifting market dynamics, offering a grounded look at how finance, trading and asset management could evolve over the next decade.Read more: https://siliconangle.com/2026/01/26/bitgo-ipo-nvidia-davos-ai-thecubepod/New episodes every Friday. Subscribe for weekly tech analysis.
Spotify: https://open.spotify.com/show/1hBxlS60EKqxohsOVoPrEI?si=6137bdf3d08f4355&nd=1
Apple Podcasts: https://podcasts.apple.com/us/podcast/thecube-podcast/id1674287308
YouTube: https://www.youtube.com/playlist?list=PLenh213llmcYe7nXWic9QsnHUD5fqbEwuFind more SiliconANGLE news and analysis https://siliconangle.com/
Follow theCUBE's wall-to-wall event coverage https://siliconangle.com/events/
Learn about the latest theCUBE events https://www.thecube.net/

119: AI Retail Week, More NVIDIA Dominance, AI on the Edge

On the latest theCUBE Pod, John Furrier and Dave Vellante unpack fresh signals from AWS re:Invent. They explore how AI infrastructure, semiconductors and cloud scale are redefining competitive advantage and setting the stage for candid conversations with the leaders shaping what comes next.
New episodes every Friday. Subscribe for weekly tech analysis.
Spotify: https://open.spotify.com/show/1hBxlS60EKqxohsOVoPrEI?si=6137bdf3d08f4355&nd=1
Apple Podcasts: https://podcasts.apple.com/us/podcast/thecube-podcast/id1674287308
YouTube: https://www.youtube.com/playlist?list=PLenh213llmcYe7nXWic9QsnHUD5fqbEwu
They also break down recent interviews, including Nvidia CEO Jensen Huang on AI factories and scale. The discussion links hyperscaler strategy to real-world deployment, showing why infrastructure choices now drive AI speed, efficiency and long-term enterprise relevance.
Find more SiliconANGLE news and analysis https://siliconangle.com/
Follow theCUBE's wall-to-wall event coverage https://siliconangle.com/events/
Learn about the latest theCUBE events https://www.thecube.net/
The conversation also tackles the semiconductor reset, drawing on Jensen Huang’s view of how AI-driven factories and accelerated platforms are becoming foundational. It signals a broader shift toward integration, collaboration and execution over isolated breakthroughs.
Read more: https://siliconangle.com/2025/12/08/enterprise-technology-aws-reinvent-ai-nvidia-huang-thecubepod/
00:00 - Unveiling Innovations: From Global Events to Industry Insights
03:36 - Breaking Analysis: AI's Impact on Radiology Jobs
06:03 - Evolving Landscapes: Navigating Healthcare Challenges and Technological Innovations
08:12 - Entertainment Ecosystems: Strategic Moves and Industry Alliances
11:05 - Perplexity, Copyright, and Legal Battles in Media
13:35 - Media Power and Responsibility: The Role and Influence of Major News Outlets
18:59 - OpenAI and Large Language Models
22:08 - Building the Future: Innovating Infrastructure and Overcoming Data Challenges
27:08 - Strategic Frontiers: Leveraging Models and Enterprise Insights
32:39 - Taiwan and Global Semiconductor Dynamics
35:52 - Embracing Innovation: The Future of Tech with Agentforce and Autonomous Coding
39:48 - The TPU Debate and NVIDIA's Market Position
43:35 - OpenAI's Dominance in AI Traffic
46:21 - Comparing Tech Giants to Historical Companies
49:15 - Netscape's Mistakes and Lessons Learned
53:44 - AI Factories and Future Computing Models
57:27 - Networking, Global Influence, and Future Directions in AI Systems
Watch the full podcast to find out why these industry pros were mentioned:
Matt Garman, CEO of AWS
Swami Sivasubramanian, VP of database, analytics and machine learning at AWS
Colleen Aubrey, SVP of AWS Solutions at AWS
Jensen Huang, founder and CEO of Nvidia
Charlie Kawwas, president of Broadcom
Rob Hof, editor-in-chief at SiliconANGLE Media
Mark Albertson, senior writer at SiliconANGLE Media
David Linthicum, principal analyst at SiliconANGLE Media Inc. - theCUBE Research
Donald Trump, 45th and 47th president of the United States of America
David Sacks, White House AI and crypto czar
Dario Gil, Under Secretary for Science, U.S. Department of Energy and Director of the Genesis Mission
Joe Biden, 46th United States president
George Gilbert, principal analyst at theCUBE Research
David Floyer, analyst emeritus at theCUBE Research
Lisa Su, chair and CEO of AMD
Marc Benioff, chair and CEO of Salesforce
Elon Musk, CEO of Tesla
Nick Otto, global head of strategic partners at IBM
Sundar Pichai, CEO of Alphabet and Google
Sarbjeet Johal, founder and CEO of Stackpane
Crawford Del Prete, president of the IDC
Lina Khan, former chair of the FTC
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