That was interesting and thought-provoking. You can think of technologies as a sequence, but you could also think of them as relations. For example, motorized transport inherits from other technologies, including two ancient ones (maybe not perfectly), controlled fire and the wheel. Those two were key to the faster pace of innovation that started with the industrial revolution (unless I have to re-learn some history). Of course, these days people talk about cars and rockets, not about the wheel and fire, and it might be similar for AI in the future. Still, I expect AI to be a foundational technology that supports an expanding body of innovation, rather than something that's disrupted or sidelined twelve years after the world started talking about it. I can't prove it will have a massive impact on our lives, but years ago I believed it would happen, and the last few years have not given me reasons to change my mind.

Which AI LLMs do you know that can improve themselves? Every model I know of requires pre-training and fine tuning. Once it’s released, its base knowledge doesn’t grow or change.

What a week! Great coverage, gentlemen! BTW, what stops Qualcomm from investing in Intel Foundry, a subsidiary of Intel now?

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Suggest to keep Intel behind now. It will help if we speak more on AI new bees. New companies doing some phenomenal work in AI , instead of Intel. A suggestion.

I thought the main attribute of industry clouds (my home example is in Telco) is industry specific workflows and integrations with industry app APIs. Early days for LLM models to make a dent in either…

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Demario Court

Very thoughtful note Upen..

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Da cube 🟪

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Excellent

Good one Brother

If Sales Force got this, Snowflake and Databicks gonna crack it as well. Palantir for sure. Who else gonna win here.

Re the announcement last night, didn’t Intel implicitly agree with Patrick by keeping the foundry as an independent sub?!

An AI thing tells me that multi-cloud will take a lot of work to keep it up to date with the clouds it supports. If that's right, I think it suggests something between "winner takes all" and "winners take most", because the maintenance costs are about the same, no matter what the revenue is. Any thoughts on if that makes sense, roughly how many winners are likely, if a big land-grab effort might happen, if it isn't already, and Oracle's chances in it?

Can I assist webinars?

Thanks

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Thanks David, really nice information, in current age of AI we not niglate mainframe & utilize its potential like performace, security,availability, & reliability. AI on mainframe is game changer. Financial /Banking Org they really need to looks this angle as well before migation to cloud if they already have mainframe infrastructure

When I got to the bit about runtime assembly, I thought "sea of minds". I've no idea if that's a reasonable term or if it resonates with anyone else, I just thought I'd get it out there because the cost of being irrelevant is small.

I think Europe's problem might go beyond regulation. I recently heard about Micron's history. They started in Idaho and got early backing from a guy who'd made a lot of money from growing potatoes. The same guy invested lots of money to get Micron through a tough patch in the 1980s. Apparently Micron's founders were very honest about the risk, and didn't have much hope of getting the money. I don't know, but I suspect "only in America", except maybe for China. BTW I'm British, so if I'm wrong, it's not from home bias. J&D, thanks for the great content.

I had Seth as my physics teacher at Ocoee High '09. He's the most memorable teacher I've ever had! We played a lot of Zelda.

very deep analysis, thanks

SiliconANGLE theCUBE, I really enjoyed watching this, so I hit the like button!

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Drew lives in the numbers. I've worked with him myself. You can trust his insight has no secrets. His data is backed by many real-world, customer led analysis. Thanks to the Cube for having him on!

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Great insights on the necessity of AI training in organizations. It resonates with my experience. I’ve found tools like Myko Assistant really helpful for quick, accurate information retrieval without the complexity of other platforms. It streamlines research, making it easier for those of us in fast-paced environments.

Great observations on AI skills gap. However, I discovered that system analysis & design techniques and processes don't account for the complexity of data and its requirements to produce the desired AI output. I had to locate additional design frameworks to complete system design documents.

I'm a data analyst within the finance space. Could you list some of the core skills needed to thrive within AI?

Da cube 🟦

Can you make a list of your books you have there and your readings please?

Congratulations on the inaugural episode of theCube from @NYSE!

Girlvinyl!

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We are beyond gpu and micros.

Why can we find better models in D Wave tech. Would any new technologies be applied other than what has been described on this Cube?

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Great stuff! 🔥🔥

Hey Ali - kinda curious, so how are you spending the $32M? Silencing Databricks female staffers who didn’t submit to your perversions and filed sexual harassment lawsuits? Bribing news agencies to publish false DBRX LLM and TPCDS performance claims, so you could dangle the IPO carrot and continue hiring and brainwashing? While everyone slaves away at DBX for that elusive IPO, you and Amy Reichanadter are destroying the company one day at a time. Shameful and despicable, how do you both sleep at night? (your cocaine habit helps you stay awake. Have you got Amy hooked on snow too?)

Very nice..

Who wears rubik's cube as earrings??

Legacy apps and Legacy infrastructure never dies.. so true..

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