Episodes
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At last weekâs AI Agent Builder Summit, hosted by Scott Hebner of theCUBE Research, the hype around âagentic AIâ â autonomous software agents that can orchestrate complex tasks â was on full display. Demos and keynotes painted a bold vision of AI-driven business processes. But scratch beneath the surface, and a sobering reality emergesâ Most enterprises are far from ready to reap the benefits of fully autonomous agents. Much work needs to be done to realize the full promise of agentic systems, including organizational alignment to create a true data culture, cleaning up data silos, harmonizing that data, assigning data ownership, data product thinking, getting governance and security right, choosing technology partners, rationalizing SaaS and on-prem applications portfolios, and of course change management to get all this done. Starting the journey toward an agentic enterprise is an exciting imperative, but in our view will take the better part of a decade to realize its full promise.
In this Breaking Analysis, we put the summitâs optimism into context, examine why enterprise adoption of agentic AI is on a slower trajectory than the hype would imply, and update our âyellow brick roadâ to agentic â i.e. the stepping stones required to get to the promised land of agentic automation.
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00:00 - Transformative Technologies: Navigating Google's Cloud and AI Landscape
02:00 - Google Cloud Next 2025: Analyzing Revenue and Market Position
04:48 - Analyzing Cloud Services: Insights from the ETR Survey
08:53 - Google's Growth in AI/ML
11:26 - Analyzing Growth and Revenue in Cloud Services
16:54 - Profitability and Operating Margin
19:39 - Strategic Capital Allocation and Competitive Edge Analysis
23:05 - Data Stack and Industry Partnerships
26:42 - Conclusion and Closing -
Missing episodes?
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00:00 - Intro
00:06 - Bridging Perspectives: Navigating Collaboration in Analyst Relations
03:01 - Engaging with Modern Analysts and Influencers
05:13 - Navigating Trust and Innovation in the Tech Landscape
09:00 - Exploration of Collaboration and Storytelling
12:42 - Bringing Analysts and Journalists Together
18:03 - The Role of Analyst Relations in Business Strategy
22:29 - Guiding Principles for Effective AR Practices
30:46 - Impact of AI on Analyst Relations
36:48 - Navigating Success: Insights and Journeys in Analyst Relations -
00:00 - Navigating the AI Frontier: Insights into Breaking Analysis, Linguistic Conflicts, and Software Evolution
05:06 - From Web 2.0 to Enterprise 3.0
15:12 - Harmonized Source of Truth
22:41 - Microsoft's Agentic Ambitions
31:23 - Salesforce's Hyperscaler Journey
35:14 - The Road Ahead for Enterprise Platforms
38:52 - Industry Evolution: Overcoming Challenges and Future Outlook -
In this special breaking analysis, we're pleased to introduce a new predictions episode featuring some of the top analysts at theCUBE Research. With us today are six of our industry analysts:
Bob Laliberte, who covers networking, Scott Hebner on the AI front, Savannah Peterson who will be talking about the impact of consumer tech, Jackie McGuire our newest cybersecurity analyst, Christophe Bertrand who will be discussing his predictions on cyber resiliency, and Paul Nashawaty who leads our App/Dev practice. Thank you all for being here. We really appreciate the collaboration and we are very excited for our inaugural team predictions. -
In this special breaking analysis, we're pleased to host our fourth annual data predictions power panel with some of our collaborators in the CUBE Collective and members of the Data Gang. Joining theCUBE Researchâs Dave Vellante are five of the top industry analysts focused on data platforms. Sanjeev Mohan of Sanjmo, Tony Baer of dbInsight, recent IDC graduate Carl Olofson, the always engaging Dave Menninger, who is with ISG, and Brad Schimmin with Omdia.
Follow theCUBE's live event coverage https://www.thecube.net/
Their discussion focuses on the rapid transformation of the technology and data landscape, driven by advancements in AI and accelerated computing. They also analyze market trends, highlighting the increasing dominance of machine learning and AI in enterprise spending priorities.
For daily news for CIOs, check out our parent publication at https://siliconangle.com/
In addition, they explore emerging technologies such as inference-time data consumption, the evolution of AI-driven enterprise applications and the importance of metadata management. The conversation also turns to the growing security challenges associated with AI implementation and the need for better tools to manage and protect AI systems effectively.
Be sure to follow Dave's weekly Breaking Analysis podcast as well, for the deep data dives on enterprise computing trends, from spending patterns to Wall Street implications.
https://www.youtube.com/playlist?list=PLenh213llmcZMTRZKjnAwesSCiuLQT21E
#theCUBE #BreakingAnalysis #theCUBEResearch #CUBECollective #TechPredictions #DataGang -
This special Breaking Analysis outlines a bold plan for spinning out Intelâs foundry business, relying on multi-stakeholder investments from tech giants, private equity, and government funding, coupled with strategic partnerships with industry leaders like TSMC or possibly Samsung. Because only TSMC (or Samsung) has the necessary expertise to design, build and operate modern foundries and get to profitability in a reasonable timeframe.
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