CISO’s Guide to Enterprise Gen AI Adoption featuring Varonis’s Matt Radolec
CISO’s Guide to Generative AI Adoption with Varonis’s Matt Radolec is the focus for this episode of the SecurityANGLE with theCUBE Research’s Shelly Kramer
255 | Breaking Analysis | Broadcom’s VMware Strategy is Winning Despite Market Friction
Broadcom’s acquisition of VMware is proceeding almost exactly as we expected when the deal was announced in May of 2022. While much of the media and competitor narrative is focused on the increased license fees Broadcom is imposing and the urgency of migrating off VMware, customer conversations and recent surveys show that while migrations are happening, the real story is that VMware’s more narrow focus and cost discipline are allowing Broadcom to integrate VMWare into its highly successful business model. Specifically, we see two seemingly countervailing trends that are both possible to be true: 1) Customers are actively moving many low value workloads off VMware; and 2) Most mission critical work is staying put, allowing Broadcom to dramatically increase the contribution from its software business and deliver a roadmap for customers that will be more cost effective than migrating.
Unpacking the State of eCommerce: Replatforming and Migration Trends for 2024
commercetools Kelly Goetsch joins for a conversation unpacking the newly-released report: The State of eCommerce, Replatforming, and Migration Trends for 2024 and a look at what’s ahead for the holidays.
Cisco Partner Summit 2024 Highlights
theCUBE Research analysts Shelly Kramer and Bob Laliberte unpack the highlights from Cisco Partner Summit 2024
The Role of Causality in Agentic AI
There is a missing ingredient in today’s AI, which, when added, will make AI a truly indispensable partner in business and scale ROI over the long run. This ingredient is also fundamental to creating agentic AI systems, where networks of agents help humans make decisions, solve problems, and even act on their behalf. The missing ingredient is CAUSALITY and the science of WHY things happen. Learn more about the advent of causal AI and its role in enabling next-generation AI agents.
HashiCorp’s HashiConf Boston sets Cloud Direction
Exploring HashiCorp’s strategic focus, recent product innovations, and implications of its pending IBM acquisition, as highlighted at HashiConf Boston 2024. HashiCorp’s shift from on-premise tools to SaaS-based managed services on a unified platform is designed to support enterprise-scale infrastructure and security lifecycle management (ILM and SLM). New features in Terraform and Vault address critical needs in cost control, security, and automation, with additions like Terraform Stacks, Vault Radar, and enhanced interoperability across product lines. HashiCorp’s move to the Business Source License (BSL) has sparked industry discussions, especially in light of OpenTofu’s open-source alternative. With IBM’s potential resources in R&D and FinOps, HashiCorp is poised to drive further innovation in hybrid cloud operating models for high-spend enterprise customers. This note provides an in-depth look at the company’s direction, the evolving IaC landscape, and competitive dynamics in the infrastructure as code (IaC) market.
Corcentric CEO Matt Clark on Removing Friction from B2B Commerce and the Evolution of the CFO Role
In this AnalystANGLE episode, Corcentric CEO Matt Clark joins me for a conversation on removing friction from B2B commerce and the evolution of the CFO role.
254 | Breaking Analysis | Why Jamie Dimon is Sam Altman’s Biggest Competitor
Investors have poured north of $30B into independent foundation model players including OpenAI, Anthropic, Cohere, Mistral and others. OpenAI itself has raised more than $20B. To keep pace, both Meta and xAI will have to spend comparable amounts. In our view, the stampeding herd of LLM investors is blindly focused on the false grail of so-called artificial general intelligence AGI. We believe the greatest value capture exists in what we’re calling enterprise AGI, metaphorically represented by the proprietary data estates and managerial know-how locked inside of firms like JP Morgan Chase, and virtually every enterprise. The tools to curate and harness that collective intelligence will allow these firms to capture the majority of value in the race for AI leadership.
Scaling Modern Edge Environments: A Conversation with ZEDEDA’s CEO Said Ouissal
In today’s rapidly evolving digital landscape, managing and scaling modern edge environments efficiently has become a critical challenge for enterprises. Zededa CEO Said Ouissal joins me to discuss the growing importance of edge computing.