59. The AI Wars of 2024

In this week's edition of theCUBE Pod, industry analysts John Furrier and Dave Vellante dig into tech's top headlines of the week, including highlights from Google I/O, AWS' new chief and the implications of OpenAI's new multimodal version demo. Get a preview of theCUBE's coverage of Dell Tech World, and highlights from recent events including NetApp Converge, Alteryx Inspire, Red Hat Summit, Boomi World and RSAC 2024.
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Up first, the competitive landscape of AI technology was highlighted by a leadership change at AWS, with Matt Garman to step in as the new CEO as of June 3. They also discuss AWS' missed opportunity in acquiring OpenAI, which bolstered Microsoft's position in the market.
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In addition, the conversation explores the advancements in AI models and the strategic shifts major tech companies are making to stay competitive. This is marked by the evolving role of data management as companies embrace technological innovation to maintain a competitive edge.
Read more about the current episode of theCUBE Pod siliconangle.com/2024/05/20/a...
This Week In Enterprise:
Google roars back in AI, AWS has a new CEO and big money keeps flowing into enterprise software
If anyone thought Google was going to continue to lose ground to Microsoft and OpenAI in the artificial intelligence era, its I/O conference this week in Mountain View proved that perception is premature at best.
The company introduced a raft of new features, including some coming shortly, such as an industry-leading 2 million-token context window for its Gemini chatbot - enough to put a couple of hours of video into it, for one. Google still is straining at times to show it can lead the new era of AI amid intense competition - 121 mentions in the conference keynotes alone - but it’s clear it’s marshaling all its forces to try.
On the cloud front, Amazon Web Services pulled a surprise move this week in replacing CEO Adam Selipsky with Amazon lifer Matt Garman. It’s not entirely clear why, but it will be soon as Garman promises “organizational changes,” and no doubt Job One is shoring up its AI offerings. Meantime, Intel also made a big personnel change, appointing outsider Kevin O’Buckley to run its chip foundry business.
You’d never know there’s even a soft landing in the economy if you look at all the money investors continue to put in AI and enterprise software - a stunning $7.5 billion in debt financing for AI cloud provider Coreweave, plus $100 million-plus rounds for Vercel, Sigma Computing, Harness, Weka and Alkira.
Check out the full article siliconangle.com/2024/05/17/g...
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People mentioned in this podcast:
Adam Selipsky, outgoing CEO of AWS
Matt Garman, incoming CEO of AWS, beginning June 3
Andy Jassy, president and CEO of Amazon
Charlie Bell, EVP for security, compliance, identity and management at Microsoft
Teresa Carlson, president and CMO of Flexport
Jeff Bezos, chairman of Amazon
Mary Camarata, VP of global corporate marketing at MongoDB
Mike Clayville, board member and investor, former AWS executive
Raejeanne Skillern, VP and CMO of AWS
Satya Nadella, chairman and CEO at Microsoft
Steve Jobs, co-founder and former CEO and chairman of Apple
Warren Buffet, chairperson of Berkshire Hathaway
Sridhar Ramaswamy, CEO of Snowflake
Matt Wood, VP of analytics, business intelligence and machine learning at AWS
Swami Sivasubramanian, VP of AI and data at AWS
Sarbjeet Johal, founder and CEO of Stackpane
Jensen Huang, founder and CEO of Nvidia
Charlie Kawwas, president at Broadcom
Pat Gelsinger, CEO of Intel
Michael Dell, chairman and CEO of Dell Technologies
Jas Tremblay, GM for data center solutions group at Broadcom
Larry Ellison, chairman of the board and CTO of Oracle
Christian Kleinerman, SVP of product at Snowflake
Rachel Thornton, CMO of Fivetran
Eric Herzog, CMO of Infinidat
Justin Borgman, chairman and CEO of Starburst Data
Jeremy Burton, CEO of Observe
Kara Swisher, journalist
Bill McDermott, chairman and CEO of ServiceNow
A.M. (Toni) Sacconaghi, Jr., managing director and senior research analyst for US IT hardware and electric vehicles at Bernstein Research
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[@jonnagap87]

Guys please add chapters! Once it’s over the 10 min mark it gets hard. I had to skip out many videos just because of this. Hope you guys fix this!

[@lowellspinners88]

I agree , I would have liked the Snowflake chapter.