45. AI Not Lifting All Boats (Yet), Cisco's AI Opportunity, Intel's Uphill Battle

In the 45th episode of theCUBE Pod, theCUBE Research analysts John Furrier and Dave Vellante discuss AI, cybersecurity challenges, the media industry’s evolving landscape and the impact of AI investments by major tech companies like Microsoft, Amazon, Google and Nvidia. Up for discussion, the ongoing talent gap between traditional IT and supercloud capabilities, mentioning VMware as a potential solution.

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The conversation also delves into the importance of platform engineering for the next generation and the role of hardware and chips in meeting AI demand. Additionally, they speculate about the future of IPOs, cybersecurity, and journalism while emphasizing the need for trusted networks in the evolving digital communication landscape.

Check out the current episode of theCUBE Pod
https://siliconangle.com/2024/01/29/thecube-pod-tech-earnings-ais-uncertain-future-intels-uphill-battle-thecubepod/

Follow theCUBE’s wall-to-wall coverage as the roving news desk for SiliconANGLE reports live from tech’s top events
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THIS WEEK IN ENTERPRISE TECH:
Deepfakes in the wild, more big AI funding rounds, a mixed bag for earnings, and more layoffs

If you thought social media was a problem for the 2016 and 2020 elections, look out: This week the political deepfakes arrived, as bad actors created videos and audio impersonating President Joe Biden and Democratic presidential candidate Dean Phillips.

AI is also increasingly coming under antitrust purview, as Federal Trade Commission Chair Lina Khan starts to look at big tech companies’ investments in AI firms such as OpenAI with an eye to preventing them from running off with the industry. It’s a mild look so far, and it may be too late to do much. Meantime, big AI fundings haven’t stopped.

Tech earnings kicked off this week with ups and downs from Netflix, Intel, IBM, SAP, ServiceNow and more. Next week will be the big one, with reports from the big three cloud players Alphabet, Microsoft and Amazon, as well as Apple, AMD, Meta, Samsung and more.

Meantime, layoffs appeared to accelerate from the likes of SAP, Salesforce, eBay and others, in what looks like a me-too opportunity to cut costs even as the economy is landing more softly from the Fed interest-rate hikes than anyone expected. Closer to home for us media folks, layoffs raged across a wide swath of outlets from the LA Times and Sports Illustrated to Business Insider, Forbes and more.

Read the full breakdown on the latest in tech https://siliconangle.com/2024/01/26/deepfakes-wild-big-ai-funding-rounds-mixed-bag-earnings-layoffs/

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:
Sam Altman, co-founder and CEO of OpenAI
Rob Hof, editor-in-chief at SiliconANGLE Media
Ed Sim, founder and managing partner at boldstart ventures
Bret Taylor, chairman of the board at OpenAI
Adam Selipsky, CEO of AWS
Erik Bradley, chief strategist and research director at ETR
Charles Fitzgerald, consultative strategist and investor
David Floyer, analyst emeritus at theCUBE Research
John Chambers, CEO of JC2 Ventures
Chuck Robbins, chair and CEO of Cisco Systems
Tony Baer, principal at dbInsight
Sanjeev Mohan, principal at SanjMo
Merv Adrian, independent analyst
Arvind Krishna, chairman and CEO of IBM
Larry Ellison, chairman of the board and CTO of Oracle
Patrick Moorhead, founder, chief analyst and CEO of Moor Insights & Strategy
Pat Gelsinger, CEO of Intel
Chris Miller, author of Chip War: The Fight for the World’s Most Critical Technology
Lisa Su, chair and CEO of AMD
Lina Khan, chair of the FTC
Jamie Dimon, chairman and CEO of JPMorgan Chase & Co.
Jordan Novet, technology reporter at CNBC
Chamath Palihapitiya, CEO of Social Capital
Bill Gurley, general partner at Benchmark
Pete Sonsini, venture advisor at New Enterprise Associates
Bob Muglia, entrepreneur and builder
Brad Gerstner, founder and CEO of Altimeter Capital
Jason Calacanis, internet entrepreneur, co-host at All-In
Jim Harbaugh, NFL coach of the Baltimore Ravens
John Harbaugh, NFL coach of the L.A. Chargers
Lamar Jackson, NFL quarterback for the Baltimore Ravens
Christian McCaffrey, NFL running back for the San Francisco 49ers
Patrick Mahomes, NFL quarterback for the Kansas City Chiefs
Tom Brady, former NFL quarterback
Rob Gronkowski, former NFL tight end
Travis Kelce, NFL tight end for the Kansas City Chiefs

#theCUBE #theCUBEPod #theCUBEResearch #Microsoft #Amazon #Google #Nvidia #VMware #AI #cybersecurity #IT #supercloud #deepfakes #TechEarnings #FTC #OpenAI #Netflix #Intel #IBM #SAP #ServiceNow #Alphabet #Apple #AMD #Meta #Samsung

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