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AnalystANGLE

with Rob Strechay

About the podcast

TheCUBE’s AnalystANGLE videos dive into the world of technology through the expert lens of TheCUBE Research analysts. We provide comprehensive breakdowns of the latest technology events, as well as bring you in-depth interviews that highlight key takeaways, innovations and the future of tech as seen through the eyes of seasoned industry experts. Stay ahead of the curve with our insightful industry analysis. Whether it’s emerging trends, market shifts or predictive outlooks, our content is designed to keep you informed and prepared.

Get up close and personal with industry experts, as our interviews provide unique perspectives, expert opinions and thought-provoking discussions that are not just informative, but also inspiring.

episodes

Zoom News and Announcements from Enterprise Connect

On this episode of our AnalystANGLE series, I explored Zoom’s announcements out of Enterprise Connect, held a couple of weeks ago in Orlando. Zoom announced many new features to its AI-powered collaboration platform, Zoom Workplace. Zoom Workplace brings the entire Zoom ecosystem under one roof for meetings, team chat, and phone interaction and can be seamlessly integrated into existing technologies. As expected, Zoom’s AI Companion is at the core of Zoom Workplace and is included at no additional cost, which is a significant differentiator from Zoom’s competitors. With a nod to some earlier troubles on this front, Zoom made a special point to note on more that one occasion that the company does not use any customer data or third-party data to train its AI model. While AI companion was introduced in September 2023, Zoom has added new capabilities such as auto language detection capabilities to generate more valuable summaries

Kyndryl Cloudflare, Dell’s Gen AI Solutions, NVIDIA GTC, and Nile’s AI Networking Solution

We also discuss Cloudflare’s acquisition earlier this month of multicloud networking startup Nefeli Networks, Dell’s expansion of its Gen AI Solutions Portfolio in collaboration with support from NVIDIA. We covered news out of NVIDIA’s GTC event this past week, including announcements around NVIDIA NVlink and 6G research platform. And last but not least, we touched on news from Nile introducing the industry’s first AI Networking Solution with performance guarantee

From Youtube

In this AnalystANGLE, Rob Strechay discusses Dynatrace's recent announcements at their conference, highlighting how the observability market is evolving. Firstly, Dynatrace's intent to acquire Runecast is seen as a strategic move to enhance security protection and analytics within their platform. The need for consolidation in observability platforms is emphasized, driven by cost and functionality considerations. Check out theCUBE for the latest in enterprise tech https://siliconangle.com/category/cube-event-coverage/ Dynatrace's focus on AI observability for large language models and generative AI applications is seen as crucial for customer satisfaction and trust, with an emphasis on end-to-end observability and security. Additionally, Dynatrace's introduction of OpenPipeline addresses the challenge of managing petabyte-scale data ingestion. Follow theCUBE's wall-to-wall coverage as the roving news desk for SiliconANGLE reports live from tech's top events https://siliconangle.com/category/cube-event-coverage/ These developments position Dynatrace as a significant player in the observability market, with potential synergies and competition with other platforms like Splunk. Furthermore, Dynatrace's efforts in AI-powered data observability for analytics and automation platforms and its ability to assist organizations in developing data products are highlighted, with an emphasis on the importance of contextualizing data. Read the full article https://thecuberesearch.com/dynatraces-latest-moves-future-observability/ Visit theCUBE Research for the latest news and analysis https://thecuberesearch.com/ Catch up on the last episode of the AnalystANGLE https://www.youtube.com/playlist?list=PLenh213llmcairWmnVVNexoMB4HAaJeWt #AnalystANGLE #theCUBE #Dynatrace #theCUBEResearch #observability #consolidation #AI
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Dynatrace Announcements | AnalystANGLE

9K views

In this AnalystANGLE, Rob Strechay, theCUBE Research analysts, recaps CES 2024, highlighting three key trends. First, AI took center stage, permeating consumer products and services, with notable applications such as Blovo Animal Health using ChatGPT for accessible veterinary care. Second, sustainability was a dominant theme, evident in innovations such as mobile off-grid power solutions and energy-efficient home appliances. Check out theCUBE for the latest in enterprise tech https://siliconangle.com/category/cube-event-coverage/ Lastly, Rob explores the convergence of tech marketing with other industries, particularly the concept of "software-defined" in the automobile industry. While software-defined vehicles offered increased flexibility and AI-powered features, there is a need to delve deeper to understand the nuances, especially when hardware companies adopted this concept. The broader trend showcased how tech marketing strategies are finding their way into various sectors, raising questions about the effective adaptation of such strategies. Follow theCUBE's wall-to-wall coverage as the roving news desk for SiliconANGLE reports live from tech's top events https://siliconangle.com/category/cube-event-coverage/ Catch up on the last episode of the AnalystANGLE https://www.youtube.com/playlist?list=PLenh213llmcYnzc3JScBR0fSUUWbHh1EH #CES2024 #theCUBE #AnalystANGLE #theCUBEReserach #AI #ChatGPT #sustainability #TechMarketing #SoftwareDefined
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CES Wrap-up | AnalystANGLE

7.9K views

In this episode of our #AnalystANGLE, theCube Research's Shelly Kramer talks with Zeus Kerravala, principal analyst at ZK Research and member of theCUBE Collective community, about the news of #HPE's acquisition talks with #JuniperNetworks for a rumored $14 billion. Check out theCUBE for the latest in enterprise tech https://siliconangle.com/category/cube-event-coverage/ While this might be a smart move on HPE's part to compete more effectively against networking giant #Cisco, there are some downsides as well. Integration challenges, servicing a massive debt load and product overlap all play a role. Our analysts share their thoughts on whether it's a thumbs up or a thumbs down scenario. Read the full article https://wikibon.com/hpe-juniper-networks-14b-price-tag-smart-move-not-so-much/ Follow theCUBE's wall-to-wall coverage as the roving news desk for SiliconANGLE reports live from tech's top events https://siliconangle.com/category/cube-event-coverage/ Catch up on the last episode of the AnalystANGLE https://www.youtube.com/playlist?list=PLenh213llmcYnzc3JScBR0fSUUWbHh1EH #theCUBE #theCUBEResearch #ZKResearch #theCUBECollective #Wikibon
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HPE and Juniper Networks and a $14B Price Tag: Smart Move or Not So Much? | AnalystANGLE

9K views

In this episode of our AnalystANGLE series, Shelly Kramer, managing director and principal analyst at theCUBE Research is joined by Zeus Kerravala, principal analyst at ZK Research, and member of our CUBE Collective community of analysts and industry thought leaders. Check out theCUBE for the latest in enterprise tech https://siliconangle.com/category/cube-event-coverage/ Their conversation today follows Cisco's January Analyst Update and unpacks the Webex Contact Center offering, a cloud-based contact center solution, including updates as well as an overview of how Webex is utilizing AI to enhance both the customer experience as well as the agent experience, including Webex's real-time media model. Follow theCUBE's wall-to-wall coverage as the roving news desk for SiliconANGLE reports live from tech's top events https://siliconangle.com/category/cube-event-coverage/ This RMM sits beside a large language model and uses generative AI for audio and video in ways designed to add texture and context to the overall experience. RMM also assists with noise removal, gesture recognition, and video enhancement, among other things designed to provide enhanced customer experiences and personalized, proactive communications. For more from theCUBE Research https://thecuberesearch.com/ The challenges we see ahead for Webex are less solution-related and more market-facing. This is a crowded space with a lot of vendors vying for customers. Webex's challenge is communicating the power of the platform and contact center offerings, both throughout the partner ecosystem and to customers in general, and differentiating its offerings from others in the market. We also covered Webex's use of AI-powered features like proactive and predictive outbound engagement, background noise removal and features that optimize for "my voice," along with a self-service option with smart virtual agents, all available now. Looking ahead, Webex will unveil AI-powered features that track agent well-being and which can detect and identify situations where agents might be experiencing burnout (available in Beta Q1 2024), automatic conversation summaries and recommended next actions for agents (available in Beta Q3 2024), proprietary agent answers and suggested responses (available in Beta Q4 2024), and coaching highlights for supervisors (also available in Beta in Q1 2024). Insofar as broader Webex announcements are concerned, it's clear that for Webex, investing in audio and video intelligence is as important as their investments in LLMs, and delivering immersive experiences with AI is the goal. Webex's Audio Intelligence AI Codec reduces bandwidth without reducing meeting quality and is embedded in the Webex app. Intelligence is embedded into video devices and multi-camera experiences and cinematic meeting features is being integrated into the video portfolio for large conference rooms with multiple cameras. Webex AI Assistant is designed to pull together all of Webex's AI tooling for users in a coherent way, providing an LLM-driven set of functions like helping to craft messages, suggesting changing the ton of a message and providing meeting and message summaries in Webex, while working with RMM to provide additional functionality. Beta testing of Webex AI Assistant is underway, and we look forward to hearing more as Webex AI Assistant becomes GA and customers involved in the beta programs can share their experiences. #theCUBE #theCUBEResearch #AnalystANGLE #Webex #ZKResearch #AI #BusinessOptimization #Cisco #CiscoJanuaryAnalystUpdate #WebexContactCenter #CustomerExperience #RMM #LLMs #GenerativeAI #WebexAIAssistant #WebexAudioIntelligenceAICodec, #Apps Catch up on the last episode of the AnalystANGLE https://www.youtube.com/playlist?list=PLenh213llmcawvBycFnQ6IUcEMPyZLidD
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Webex Powers Contact Center with AI Designed for Business Optimization | AnalystANGLE

9.2K views

Rob Strechay, lead analyst for theCollective from SiliconANGLE & theCUBE, kicks off our programing of the Analyst ANGLE. In this AnalystANGLE segment, Rob Strechay introduces the topic of data platforms and the ongoing battle for dominance in this lucrative market. Data platforms are comprehensive solutions that store data and provide APIs for data ingestion, processing, governance, scalability and performance. While there are some large vendors in the commercial data platform space, such as Snowflake and Databricks, the market still has room for growth and lacks a dominant player. Watch more https://youtu.be/vL334etray4 During this analysis, Strechay examines the pervasiveness of storage vendors and data platforms within accounts, with Microsoft showing a significant lead in awareness and mentions. Also, up for discussion, the strengths and weaknesses of different data platform approaches, emphasizing the importance of data governance and the challenges of comparing on-premises and cloud-based platforms. Read Rob Strechay’s full analysis https://siliconangle.com/2023/07/17/brewing-battle-data-platform-dominance/ Follow theCUBE's wall-to-wall coverage as the roving news desk for SiliconANGLE reports live from tech's top events https://siliconangle.com/category/cube-event-coverage/ Catch up on the last episode of the Analyst ANGLE https://www.youtube.com/playlist?list=PLenh213llmcYnzc3JScBR0fSUUWbHh1EH
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AnalystANGLE: What is a Data Platform and Why Should I Care?

2.5K views

https://www.esg-global.com/distributed-cloud-series In this edition of the Analyst ANGLE, theCUBE's Rob Strechay talks to Paul Nashawaty, principal analyst at Enterprise Strategy Group. The discussion focuses on cloud-native applications and their deployment, with considerations for digital transformation and modernization. The conversation delves into the challenges and benefits of transitioning from traditional to cloud-native architectures, highlighting the importance of microservices. Check out theCUBE for the latest in enterprise tech https://siliconangle.com/category/cube-event-coverage/ The trend towards multi-cloud adoption is also explored, noting the complexity it introduces and the need for managing diverse technology stacks. In addition, the concept of portability is discussed in the context of cloud-native applications, with a focus on the growing importance of support and open-source solutions. The conversation concludes with an invitation to explore further research on the topic, emphasizing the evolving landscape of cloud-native development. Follow theCUBE's wall-to-wall coverage as the roving news desk for SiliconANGLE reports live from tech's top events https://siliconangle.com/category/cube-event-coverage/ Catch up on the last episode of the Analyst ANGLE https://www.youtube.com/playlist?list=PLenh213llmcYnzc3JScBR0fSUUWbHh1EH
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Paul Nashawaty, ESG | AnalystANGLE

2.8K views

theCUBE hosts John Furrier, Rob Strechay and Lisa Martin sit down for a AnalystANGLE segment as part of our continuing coverage of Google Cloud Next 2023
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Google Cloud Next 2023 | AnalystANGLE

6.8K views

The launch of the AI Alliance, a coalition of over 50 artificial intelligence companies and research organizations, was the topic of discussion during a recent episode of The AnalystANGLE. TheCUBE’s Dave Vellante and Rob Strechay discuss the Alliance, which includes companies such as IBM, Intel and Oracle, as a significant step towards advocating for an open model of AI. Check out theCUBE for the latest in enterprise tech https://siliconangle.com/category/cube-event-coverage/ The pair also talked about how notable absences from this coalition, including Nvidia, Microsoft, OpenAI and Google, could signal potential challenges for these companies if they choose not to participate. The AI Alliance's ambitious goals, including fostering a vibrant AI hardware accelerator ecosystem, creating benchmarking tools for safe AI deployment and advocating for policies that support an open AI ecosystem, highlight the importance of transparency and collaboration in the AI industry. Follow theCUBE's wall-to-wall coverage as the roving news desk for SiliconANGLE reports live from tech's top events https://siliconangle.com/category/cube-event-coverage/ It also raises questions about the scalability and cost-effectiveness of large language models and their impact on data quality and model specificity. The power law of gen AI suggests that while foundational models will dominate, a long tail of domain-specific models will also be essential, emphasizing the need for a diverse AI ecosystem. Read the full article https://siliconangle.com/2023/12/07/rise-ai-alliance-implications-tech-industry-cubeconversations/ Catch up on the last episode of the Analyst ANGLE https://www.youtube.com/playlist?list=PLenh213llmcYnzc3JScBR0fSUUWbHh1EH
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IBM AI Alliance | AnalystANGLE

8.8K views

Zeus Kerravala, founder and principal analyst for ZK Research, and Shelly Kramer, managing director and principal analyst for theCUBE Research, speak with theCUBE industry analyst John Furrier at the “Supercloud 5: The Battle for AI Supremacy” event. They discuss AWS' expanding role within the AI market, including its recent announcements offering Bedrock and previewing a generative AI-powered assistant, Amazon Q. Get insights into what you might have missed at Supercloud 5: The Battle for AI Supremacy https://siliconangle.com/2023/12/06/three-insights-might-missed-supercloud-5-battle-ai-supremacy-event-supercloud5/ The panel discusses AWS integration of security measures into its AI offerings, recognizing that users need safe and secure experiences where their data is concerned. Regarding what lies ahead, they foresee further advancements in open AI models, more tools for developers and a broader integration of AI across various enterprise applications. Check out the full article https://siliconangle.com/2023/11/30/ai-arms-race-next-gen-cloud-technology-shaping-future-supercloud5/ Follow theCUBE’s article coverage of Supercloud 5: The Battle for AI Supremacy https://siliconangle.com/tag/supercloud523eventpage/ Explore theCUBE's complete Supercloud event series coverage at supercloud.world https://events.cube365.net/supercloud Catch up on theCUBE's video coverage of Supercloud 5: The Battle for AI Supremacy https://www.youtube.com/playlist?list=PLenh213llmcaQPR_eIlN7MdFzvRNzrj40 #awsreinvent #thecube #Supercloud
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Shelly Kramer, Mgr Dir & Analyst, theCUBE Research, and Zeus Kerravala, ZK Research | AnalystANGLE

10.1K views

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