In this week’s episode of theCUBE Podcast, analysts John Furrier and Dave Vellante discuss their participation in AWS re:Invent, where they conducted numerous interviews, highlighting the event’s significance in setting industry agendas and transforming industry analysis approaches.
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The conversation delves into topics like Google’s groundbreaking announcement of Google AI Gemini and Google Cloud Vertex AI, the emergence of Supercloud trends, the evolving landscape of chip manufacturers and the shifting dynamics in cloud databases towards shared everything architectures.
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They also address the challenges of simplifying cloud complexity for developers and the democratization of compute power. Additionally, the discussion touches on the changing role of hardware in the tech industry and the need for reevaluating the structure of organizations like OpenAI.
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People mentioned in this podcast:
Sam Altman, CEO at OpenAI
Charles Fitzgerald, consultative strategist and investor
Eli Collins, VP of product for Google DeepMind
Pat Gelsinger, CEO of Intel
Dave Linthicum, CCSO of Deloitte Consulting
Matthew Prince, co-founder and CEO of Cloudflare
Swami Sivasubramanian, VP of database, analytics and ML at AWS
Adam Selipsky, CEO of AWS
Lisa Su, chair and CEO at AMD
Jensen Huang, founder and CEO of Nvidia
Casey Newton, founder at Platform News
George Gilbert, principal at TechAlpha Partners
Andy Jassy, president and CEO of Amazon
Naveen Rao, VP of generative AI at Databricks
Thomas Friedman, foreign affairs columnist at The New York Times
Vikram Joshi, founder, president and CTO of Compute.AI
Joel Inman, CEO of Compute.AI
Dave Brown, VP of AWS compute and networking services
Jeff Clark, co-founder at Anthropic
Natasha Tiku, tech culture reporter at The Washington Post
Helen Toner, director of strategy and foundation research grants at the Center for Security and Emerging Technology
Satya Nadella, chairman and CEO at Microsoft
Erik Bradley, chief strategist and research director at ETR
Andy Grove, former Intel CEO and president
Sam Lessin, partner at Slow Ventures
John Markoff, science and technology journalist
Elon Musk, CEO at Tesla
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