It’s set to be a strong fall window for theCUBE, with big events such as KubeCon and CloudNativeCon coming up in Salt Lake City, as well as SC24 in Atlanta.
The fall event window, as well as what looks like it could be an artificial intelligence election, were big subjects for theCUBE Research industry analysts John Furrier (pictured, left) and Dave Vellante (right) to dive into on the latest episode of theCUBE Podcast.
This week also brought some notable earnings into focus. In this era, where significant investments of billions of dollars matter, the proof has to be in the pudding, according to Furrier.
“That’s revenue. When you look at the earnings … Microsoft, Meta, AWS, Apple, they’re all going to have questions. What’s the business model?” Furrier asked. “AI is changing multiple things at the same time.”
Shifting to real-time, connected ecosystems
In the current era, there’s a top-down management philosophy of the business model and bottoms-up adoption of the tools and …