34. Broadcom & VMware in the Red Zone, Cloud AI Wars - Who Will Win?
Channel: SiliconANGLE theCUBE
Date: 2023-10-20

During this week’s episode of theCUBE Podcast, John Furrier and Dave Vellante discuss various topics, including the ongoing Israeli conflict and its impact on technology and startups. They express sympathy for those affected by the conflict and discuss the complexity of finding a solution.

New episodes every Friday!   
https://www.youtube.com/playlist?list=PLenh213llmcYe7nXWic9QsnHUD5fqbEwu

The conversation also delves into the changing landscape of the technology industry, with a focus on AI, cloud computing, chip manufacturing and Broadcom's acquisition of VMware. The hosts share insights on the importance of data management and AI in the industry and speculate on the future of cloud providers. They highlight the need for democratization of data and the challenges of proprietary models while emphasizing the importance of beachhead positions in the market.

Check out the current episode https://siliconangle.com/2023/10/23/on-thecube-pod-beijing-weighs-putting-the-brakes-on-broadcom-and-a-look-ahead-at-earnings-thecubepod/

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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

To see John and Dave in action, follow theCUBE's live event coverage at https://www.thecube.net/

For daily news for CIOs, check out our parent publication at https://siliconangle.com/

People mentioned in this podcast:
Joe Biden, 46th president of the U.S.
George H. W. Bush, 41st president of the U.S.
Osama bin Laden, militant and founder of al Qaeda
Paddy Cosgrave, founder and former chief executive officer at Web Summit
Ori Goshen, co-founder and co-CEO at AI21 Labs
Hock Tan, president and CEO of Broadcom
Joe Tucci, chairman and co-founder at Big Growth Partners
Larry Ellison, chairman of the board and chief technology officer at Oracle
Paul Gillin, enterprise editor at SiliconANGLE Media
Krishna Rangasayee, founder and CEO at SiMa Technologies
Ben Kus, chief technology officer at Box
Tren Griffin, entrepreneur
James H. Clark, founder of Netscape 
Marc Andreessen, general partner at Andreessen Horowitz
Charles Fitzgerald, consultative strategist and investor