In episode 91 of The Cube Pod, John Furrier and Dave Vellante discuss their recent trip to New York, where they attended IBM’s investor meeting and analyzed the company’s AI strategy. They highlight IBM’s record-high stock price, attributing its success to the company’s integration-focused AI approach and open-source model, particularly through Red Hat.
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The discussion also explores the impact of DeepSeek on AI innovation, drawing parallels to the early days of cloud computing and the PC revolution. Furrier and Vellante examine industry trends, including enterprise AI adoption, the future of open-source AI and the role of tech giants such as Amazon, Microsoft and Google. They also touch on broader market dynamics, upcoming IPOs and how political and economic uncertainty may shape the business landscape in 2025.
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This Week in Enterprise:
As Trump and Musk scramble everything, investors cool on enterprise tech’s prospects
President Trump’s chaos and Elon Musk’s mischief with his dubious DOGE coup squad continued unabated, with far too many bizarre, racist and probably illegal actions to list here, not to mention rampant conflicts of interest and security and privacy violations.
It’s affecting pretty much all of us, including enterprise and tech companies. With all the lawsuits filed to stop them, it’s going to be an unpredictable mess for a long time to come, and we know how much businesses and investors love uncertainty.
It was a week of disappointing earnings at several big enterprise tech companies, including Alphabet, Amazon and chipmakers AMD, Arm and Qualcomm, as investors squinted to find enough AI upside to justify high capital spending — which most definitely is not easing despite the DeepSeek shock — and high stock prices. That said, some firms such as Palantir and NXP showed enough upside to please investors. And in cyber, Cloudflare and Fortinet both saw their shares rise on quarterly beats.
After attending IBM’s first Analyst Day in years, John Furrier contends it’s showing how IBM can help lead in the new AI era where open source could rule.
The explosion of gen AI-mediated data will require a return to the skills of reference librarians — or what dbInsight’s Tony Baer calls knowledge engineers.
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People mentioned in this podcast:
Matt Hicks, president and CEO of Red Hat
Lou Gerstner, former CEO of IBM
Samuel J. Palmisano, former CEO of IBM
Ginni Rometty, co-chairman of OneTen, former CEO of IBM
Arvind Krishna, chairman and CEO of IBM
John F. Akers, former CEO of IBM
John Roese, global CTO and chief AI officer of Dell Technologies
Ric Lewis, SVP of infrastructure at IBM
Sarbjeet Johal, founder and CEO of Stackpane
Jim Zemlin, executive director at Linux Foundation
Sam Altman, co-founder and CEO of OpenAI
Tony Baer, principal at dbInsight LLC
Sundar Pichai, CEO of Google and Alphabet
Andy Jassy, president and CEO of Amazon
Satya Nadella, chairman and CEO of Microsoft
Mark Zuckerberg, CEO of Meta Platforms
Mary Meeker, venture capitalist
Steve Jobs, co-founder and former CEO and chairman of Apple
Steve Wozniak, American entrepreneur and electrical engineer
Donald Trump, 47th president of the United States of America
Rob Hof, editor-in-chief at SiliconANGLE Media
Stephen K. Benjamin, former senior advisor to the President of the United States
Elon Musk, CEO of Tesla
Kara Swisher, journalist
Jackie McGuire, principal analyst at theCUBE Research
Ralph Nader, American activist
George Carlin, late comedian
Steve Ballmer, former CEO and president of Microsoft
George Conrades, former SVP at IBM
Lina Khan, former chair of the Federal Trade Commission
Brian J. Baumann, director of Capital Markets at NYSE
John Mack, founder at Life Calling
Ronald Reagan, 40th U.S. president
Julie Choi, SVP and CMO of Cerebras Systems
Jeff Bezos, chairman of Amazon
Jalen Hurts, NFL quarterback
Saquon Barkley, NFL running back
Paul Martino, managing partner at Bullpen Capital
Patrick Mahomes, NFL quarterback
Andy Reid, NFL coach
Wes Welker, NFL coach
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