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75. CUBE on Climate @ NYSE, Meta Llama momentum, More OpenAI Drama
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In the latest theCUBE Pod episode, analysts John Furrier and Dave Vellante discuss theCUBE at the New York Stock Exchange, highlighting its expanding presence in the East Coast tech and financial scene. With a focus on Climate Week, the team explores how generative AI and predictive analytics are revolutionizing industries such as atmospheric science.
New episodes every Friday. Subscribe for weekly tech analysis.
In addition, they also talk about how Meta's Llama AI has gained significant traction, surpassing OpenAI and Microsoft in adoption, emphasizing the growing influence of open-source platforms. Meanwhile, the New York tech ecosystem continues to thrive with innovations in AI, financial democratization and automation, while OpenAI grapples with internal restructuring amid an evolving AI landscape.
This Week in Enterprise
OpenAI’s talent exodus: Sam Altman says everything’s fine and superintelligence is on the way!
This week brought yet another big shakeup at OpenAI, as Chief Technology Officer Mira Murati and others quit.
But CEO Sam Altman seems to be cementing his control. And Chief Financial Officer Sarah Friar said in a memo that OpenAI’s oversubscribed (no, really?) funding at a $150 billion valuation is set to close next week. Still, it sure looks like Altman’s got a mess to clean up.
Oh, and by the way, Altman says AI superintelligence is not far away and everything will pretty much be fine. Just a little matter of those big new AI models that are still self-assuredly wrong far too often.
NetApp is aiming to become a prime data management platform for AI, but it’s far from alone in that ambition. Still, AI is a money spigot for a lot of enterprise companies, so why not go for it? Just ask Micron CEO Sanjay Mehrotra.
Meantime, the leaders in generative AI continue to command big fundings and valuations, the latest being Anthropic with its reported $40 billion valuation. Google also added more AI capabilities as it appears to gather customer momentum. But open-source AI models are getting better and better, and this week brought a new one from the Allen Institute for AI and more new Llama models from Meta.
Meta debuted a new $300 Meta Quest headset that looks quite capable and would seem to be the consumer choice for VR, and also announced it’s close to AR glasses that look pretty darn slick. It may turn out that they’re coming just as AI makes them useful to the masses, so CEO Mark Zuckerberg potentially could have the last laugh on his notoriously money-losing bet on mixed reality.
On the legal and regulatory front, Google filed an antitrust complaint against Microsoft in the EU over software licensing. Some things never change. Supermicro also got some unwanted attention from the Justice Department, perhaps over accounting issues, and its stock dropped 12% Thursday on the news.
Intel CEO Pat Gelsinger is busy these days. Apollo may make a $5 billion investment in the struggling chipmaker, which may not sound like much, but it needs all the help it can get. And it’s reportedly set to get more from the U.S. government.
Smartsheet is going private in an $8.4 billion deal, and you can bet it won’t be the last software-as-a-service provider going that route. The delayed impact of the end of zero interest rates could send a lot more SaaS companies scurrying for cover.
People mentioned in this podcast:
Brian J. Baumann, director of capital markets at NYSE
Jon Fortt, journalist
Safra Catz, CEO of Oracle
Arvind Jain, CEO at Glean Technologies
Sam Seely, co-founder and CEO at Knock Labs
Noam Schwartz, co-founder and CEO at ActiveFence
Jonathan Del Valle, head of investor relations at BOXABL
Kirk McKeown, co-founder of Carbon Arc
Don Muir, co-founder and CEO of Arc Technologies
Dave Donatelli, CEO of Riverbed Technology
Sarbjeet Johal, founder and CEO of Stackpane
Sam Altman, co-founder and CEO of OpenAI
George Gilbert, principal analyst at theCUBE Research
Mike Wheatley, senior writer at SiliconANGLE Media
Mark Zuckerberg, CEO of Meta Platforms
Navrina Singh, founder and CEO of Credo AI
Pat Gelsinger, CEO of Intel
Rob Strechay, managing director and principal analyst of theCUBE Research
#theCUBE #theCUBEPod #theCUBEResearch #NYSE #ClimateWeek #AI #automation
New episodes every Friday. Subscribe for weekly tech analysis.
In addition, they also talk about how Meta's Llama AI has gained significant traction, surpassing OpenAI and Microsoft in adoption, emphasizing the growing influence of open-source platforms. Meanwhile, the New York tech ecosystem continues to thrive with innovations in AI, financial democratization and automation, while OpenAI grapples with internal restructuring amid an evolving AI landscape.
This Week in Enterprise
OpenAI’s talent exodus: Sam Altman says everything’s fine and superintelligence is on the way!
This week brought yet another big shakeup at OpenAI, as Chief Technology Officer Mira Murati and others quit.
But CEO Sam Altman seems to be cementing his control. And Chief Financial Officer Sarah Friar said in a memo that OpenAI’s oversubscribed (no, really?) funding at a $150 billion valuation is set to close next week. Still, it sure looks like Altman’s got a mess to clean up.
Oh, and by the way, Altman says AI superintelligence is not far away and everything will pretty much be fine. Just a little matter of those big new AI models that are still self-assuredly wrong far too often.
NetApp is aiming to become a prime data management platform for AI, but it’s far from alone in that ambition. Still, AI is a money spigot for a lot of enterprise companies, so why not go for it? Just ask Micron CEO Sanjay Mehrotra.
Meantime, the leaders in generative AI continue to command big fundings and valuations, the latest being Anthropic with its reported $40 billion valuation. Google also added more AI capabilities as it appears to gather customer momentum. But open-source AI models are getting better and better, and this week brought a new one from the Allen Institute for AI and more new Llama models from Meta.
Meta debuted a new $300 Meta Quest headset that looks quite capable and would seem to be the consumer choice for VR, and also announced it’s close to AR glasses that look pretty darn slick. It may turn out that they’re coming just as AI makes them useful to the masses, so CEO Mark Zuckerberg potentially could have the last laugh on his notoriously money-losing bet on mixed reality.
On the legal and regulatory front, Google filed an antitrust complaint against Microsoft in the EU over software licensing. Some things never change. Supermicro also got some unwanted attention from the Justice Department, perhaps over accounting issues, and its stock dropped 12% Thursday on the news.
Intel CEO Pat Gelsinger is busy these days. Apollo may make a $5 billion investment in the struggling chipmaker, which may not sound like much, but it needs all the help it can get. And it’s reportedly set to get more from the U.S. government.
Smartsheet is going private in an $8.4 billion deal, and you can bet it won’t be the last software-as-a-service provider going that route. The delayed impact of the end of zero interest rates could send a lot more SaaS companies scurrying for cover.
People mentioned in this podcast:
Brian J. Baumann, director of capital markets at NYSE
Jon Fortt, journalist
Safra Catz, CEO of Oracle
Arvind Jain, CEO at Glean Technologies
Sam Seely, co-founder and CEO at Knock Labs
Noam Schwartz, co-founder and CEO at ActiveFence
Jonathan Del Valle, head of investor relations at BOXABL
Kirk McKeown, co-founder of Carbon Arc
Don Muir, co-founder and CEO of Arc Technologies
Dave Donatelli, CEO of Riverbed Technology
Sarbjeet Johal, founder and CEO of Stackpane
Sam Altman, co-founder and CEO of OpenAI
George Gilbert, principal analyst at theCUBE Research
Mike Wheatley, senior writer at SiliconANGLE Media
Mark Zuckerberg, CEO of Meta Platforms
Navrina Singh, founder and CEO of Credo AI
Pat Gelsinger, CEO of Intel
Rob Strechay, managing director and principal analyst of theCUBE Research
#theCUBE #theCUBEPod #theCUBEResearch #NYSE #ClimateWeek #AI #automation
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75. CUBE on Climate @ NYSE, Meta Llama momentum, More OpenAI Drama
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