theCUBE Pod Analysis | VMware Explore 2024

In a theCUBE Pod Analysis from VMware Explore 2024, theCUBE Research analysts John Furrier and Dave Vellante talk about the evolving tech landscape, focusing on key developments such as Nvidia's dominance in AI, Amazon's strategic direction under Matt Garman and the shifting dynamics within VMware's ecosystem.

They also discuss the quieter, business-focused atmosphere at VMware Explore, highlighting the event's emphasis on mission-critical applications. The conversation also touches on CrowdStrike's market challenges and the broader implications of AI and cloud infrastructure on the tech industry's future.

Follow theCUBE's wall-to-wall coverage as the roving news desk for SiliconANGLE reports live from tech's top events

People mentioned in this podcast:
Rob Strechay, managing director and principal analyst at theCUBE Research
Matt Garman, CEO of AWS
Bill Belichick, former general manager and head coach of the New England Patriots
Andy Jassy, president and CEO of Amazon
Bill Parcells, former NFL coach
Frank Quattrone, American investment banker
Jeff Bezos, chairman of Amazon
Pete Carroll, former college football and NFL coach
Adam Selipsky, former CEO of AWS
Mike Holmgren, former NFL coach
Robert Kraft, CEO of the New England Patriots
Tom Brady, former NFL quarterback
Jerry Chen, general partner at Greylock Partners
Charlie Weis, former college football and NFL coach
Josh McDaniels, former NFL coach
Jensen Huang, founder and CEO of Nvidia
Charles Fitzgerald, consultative strategist and investor
Drew Bledsoe, former NFL quarterback
Michael Dell, chairman and CEO of Dell Technologies
Charlie Kawwas, president at Broadcom
George Kurtz, CEO of CrowdStrike
Nikesh Arora, chairman and CEO of Palo Alto Networks
Elizabeth Warren, U.S. senator

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