In the 100th episode of theCUBE Pod, co-founders and longtime theCUBE analysts John Furrier and Dave Vellante reflect on their journey at the forefront of enterprise tech storytelling. On the Pod, they dive into three core topics: AI differentiation cloud earnings and key takeaways from RSAC 2025, all through a milestone lens.
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Furrier and Vellante unpack how enterprise AI has shifted from backroom tool to front-and-center platform differentiator, reshaping cloud architecture and redefining startup momentum. They explore how the consumerization of enterprise technology is no longer a prediction, it’s a reality, supported by data from theCUBE Research and insights gathered across major industry events.
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Also, they give a sharp read on recent cloud earnings, including Microsoft’s Azure acceleration, Amazon’s strategic outlook and Apple’s unexpected turns. Vellante emphasizes the resilience of AWS and Azure, while Furrier connects the dots on AI governance and the future of adaptability in enterprise environments ahead of conferences such as KubeCon NA.
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This Week in Enterprise:
At RSAC, AI disrupts the cybersecurity status quo
At this week’s RSAC 2025, the premier cybersecurity conference, the talk was all about replatforming security, and how artificial intelligence agents may affect that trend. Interestingly, the push-pull impact of generative AI helping both attackers and defenders may actually make people and their insights more important than ever to provide adequate protection.
Tech company earnings showed more concern about tariffs and their impact, with widely varying results and, most important, weak or uncertain outlooks for the most part. Investors have mostly been sanguine about most results so far, with the likes of Microsoft and Meta seeing their stocks rise. And so far they don’t seem massively bothered by the impact of tariffs, but clearly they’re having an impact on many companies, from Snap to Supermicro to Amazon, and that surely will get worse in the second quarter and the rest of the year.
Big Tech AI competition is intensifying: OpenAI looks to take on Google’s cash cow by providing shopping features to ChatGPT’s search capabilities. Meta announced a standalone AI app powered by its Llama AI model. And China is rising fast, not just Deepseek either: This week Alibaba claimed leadership with its AI reasoning model, and Xiaomi released a capable open-source model.
IBM plans to spend $150 billion in the U.S. in the next five years, though some wonder if it’s something it would have done anyway but, like some other tech companies, is providing a “gesture” to the Trump administration.
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People mentioned in this podcast:
Elon Musk, chief executive officer of Tesla
Dr. Amit Elazari, CEO and co-founder of OpenPolicy
Scott Hebner, principal analyst of AI at theCUBE Research
Andy Jassy, president and CEO at Amazon.com
Lip-Bu Tan, chief executive officer of Intel
Morris Chang, Taiwanese-American businessman
Steve Jobs (1955–2011), co-founder and former CEO and chairman of Apple
Jensen Huang, president, co-founder and CEO of Nvidia
Sanjay Poonen, president and CEO of Cohesity
John Chambers, CEO of JC2 Ventures
Pat Gelsinger, former CEO of Intel
Ken Olsen (1926–2011), co-founder of Digital Equipment
George Gilbert, principal analyst at theCUBE Research
George Kurtz, CEO of CrowdStrike
Jackie McGuire, principal analyst at theCUBE Research
Stephen Schmidt, SVP and chief security officer of Amazon
Teresa Carlson, president of General Catalyst
Mark Zuckerberg, CEO at Meta Platforms
Jay Chaudhry, founder and CEO of Zscaler
Hock Tan, president and CEO of Broadcom
Marc Benioff, chair and CEO of Salesforce
Larry Ellison, chairman of the board and CTO of Oracle
Matt Garman, CEO of AWS
Pete Sonsini, co-founder and general partner at New Enterprise Associates
John Roese, CTO and chief AI officer of Dell Technologies
Brian J. Baumann, founder of NYSE Wired and director of capital markets, technology, at NYSE
Kevin Butterfield, managing director and CFO, cybersecurity, at Accenture
Prakash Venkata, principal of cyber, risk and regulatory at PwC
Brian Vecci, field CTO of Varonis Systems
Juan Loaiza, EVP at Oracle
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