46. Cohesity & Veritas exclusive, Sam Altman & Meta go for trillions, AI Chip wars

In this week’s episode of theCUBE Pod, John Furrier and Dave Vellante discuss Super Bowl 58 excitement and Silicon Valley's sentiments towards the San Francisco 49ers' chances. The conversation also delves into tech industry updates, including a Cohesity and Veritas exclusive, and insights into AI chip manufacturing.
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In addition, Furrier and Vellante touch on the innovation and market positions of tech giants such as Amazon, Meta and IBM, as well as the joining of Cohesity and Veritas, culminating in a $7 billion valuation.
Check out the current episode of theCUBE Pod siliconangle.c...
This week in tech:
Efforts to rein in artificial intelligence, especially rogue content such as deepfake video and audio, are accelerating, both from the government and AI companies themselves. No surprise there, given that one guy got fooled into paying scammers who deepfaked his company’s executives $25 million. Yikes.
On a more positive note, somewhat, enterprise tech companies such as Arm, Confluent, Cloudflare and a raft of cybersecurity companies turned in pretty good to great earnings. But given cautious outlooks issued by some, investors are getting choosier.
And no wonder. Weaveworks, a once promising cloud-native software container management startup, actually closed down after failed acquisition attempts. You have to wonder if more aren’t coming. Meanwhile, layoffs continued from the likes of Pure Storage, DocuSign and Snap.
Read more of Rob Hoff’s This Week in Enterprise siliconangle.c...
To see John and Dave in action, follow theCUBE's live event coverage at www.thecube.net/
For daily news for CIOs, check out our parent publication at siliconangle.com/
People mentioned in this podcast:
Jim Harbaugh, head coach of the Los Angeles Chargers
Kyle Shanahan, head coach of the San Francisco 49ers
Patrick Mahomes, quarterback for the Kansas City Chiefs
Travis Kelce, tight end for the Kansas City Chiefs
Paul Martino, founder of Bullpen Capital
Sanjay Poonen, president and CEO of Cohesity
Zeus Kerravala, founder and principal analyst at ZK Research
Andy Jassy, president and CEO at Amazon
Sam Altman, co-founder and CEO of OpenAI
Ben Bajarin, principal analyst and CEO of Creative Strategies
Pat Gelsinger, CEO of Intel
Kara Swisher, journalist
Bob Noyce, American physicist and entrepreneur
Gordon Moore, American businessman and engineer
John Chambers, CEO of JC2 Ventures
Mark Zuckerberg, CEO of Meta Platforms
Marc Benioff, chair and CEO of Salesforce
Michael Dell, chairman and CEO of Dell Technologies
Lina Khan, chair of the Federal Trade Commission
Andrew Ross Sorkin, American journalist and author
Arvind Krishna, chairman and CEO of IBM
Rob Mee, CEO of Mechanical Orchard
Bill McDermott, chairman and CEO of ServiceNow
Greg Hughes, CEO of Veritas Technologies
Patrick McCarter, managing director at the Carlyle Group
Jeff Clarke, COO and vice chairman of Dell Technologies
Arthur Lewis, president for infrastructure solutions group at Dell Technologies
Frank Slootman, chairman and CEO of Snowflake
George Kurtz, founder, president and CEO of CrowdStrike
#SiliconANGLE #theCUBE #theCUBEPod #SuperBowl58 #Cisco #GoogleGemini #TechLayoffs #AI #AIChipManufacturing #Amazon #Meta #Cohesity #Veritas #CIOnews #ThisWeekInTech #GenAI #IndustryInsights

[@joyepurser]

Great interview

[@SridharIyengar]

Liked your take on Trillions for chip investment by Sam Altman and the growing momentum of watsonx ; what is your take on IBM and Meta launching AI Alliance and its growing membership and focus on open source innovation for AI? Enjoying your commentary