The latest episode of theCUBE Pod takes you inside the action as John Furrier and Dave Vellante broadcast live from the New York Stock Exchange, unveiling theCUBE’s new Buttonwood Room studio. They look into the NYSE’s media expansion, the evolving role of independent media and the significance of the closing bell ceremony.
New episodes every Friday. Subscribe for weekly tech analysis.
Spotify: https://lnkd.in/ge_TNsSX
Apple Podcasts: https://lnkd.in/gGYj5sUQ
YouTube: https://lnkd.in/g5NaFcRu
The conversation also explores major industry shifts, from Bitcoin’s potential $20 trillion market cap to Intel’s strategic changes and AI’s disruption in media. They also examine the evolving relationship between media and finance, including the NYSE’s push to integrate storytelling with its market legacy and the growing demand for in-depth, long-form content amid an AI-driven media landscape.
Read more about the current episode of theCUBE Pod https://siliconangle.com/2025/02/24/thecube-nyse-studio-launch-thecubepod/
To see John and Dave in action, follow theCUBE's live event coverage at https://www.thecube.net/
This Week in Enterprise:
DeepSeek didn’t deep-six AI startup funding after all
DeepSeek? Who’s that? The Chinese cheap artificial intelligence model maker was supposed to cool investor interest in money-burning AI startups, but that was hardly the case this week.
If anything, the AI wars are heating up even more, with a hot new model from Elon Musk’s xAI, the launch of former OpenAI Chief Technology Officer Mira Murati’s new startup Thinking Machines Lab, Ilia Sutskever’s startup Safer Superintelligence raising $1 billion, and a whole lot of industry-focused AI startups raising rounds of up to $100 million each. Oh, and OpenAI reached 400 million active weekly users.
Vultures are circling Intel, which looks to be selling body parts such as Altera and Intel Capital — even if, as Dave wrote, there’s only one logical path and that’s offloading its chip manufacturing foundry operation. Former Intel engineering ace and current Tenstorrent CEO Jim Keller thinks Intel would be selling very low, especially if the design side is actually in play.
Is quantum computing closer than we think? Microsoft’s new Majorana quantum chip, or plans for it, made some investors think so, but it still seems doubtful.
Investors are betting most enterprises are going to want to have someone else take care of the AI heavy lift, which explains why cloud AI inference platform Lambda raised $480 million more and Together AI raised $305 million more.
Consolidation in the cybersecurity business still seems to be heating up, but so is funding for hot startups such as Dream.
The big news to watch next week, besides whatever new madness happens on the political front, is Nvidia earnings, whose stock actually was knocked for a loop by DeepSeek. Also on the docket are big names such Snowflake, Salesforce, Workday, Dell, HP and more.
Check out the full article https://siliconangle.com/2025/02/21/deepseek-didnt-deep-six-ai-startup-funding/
For daily news for CIOs, check out our parent publication at https://siliconangle.com/
Watch the full lineup of theCUBE Pod https://www.youtube.com/playlist?list=PLenh213llmcYe7nXWic9QsnHUD5fqbEwu
People mentioned in this podcast:
Brian J. Baumann, founder of NYSE Wired and director of capital markets, technology, at NYSE
Lynn Martin, president at NYSE Group
Joe Benarroch, head of content, media partnerships, and distribution at NYSE
Jim McNiel, chief growth officer of TAE Technologies
Dan Tapiero, founder of DTAP Capital LLC
Donald Trump, 45th and 47th president of the United States of America
Trinity Chavez, lead anchor at NYSE
Rob Strechay, managing director and principal analyst at theCUBE Research
Jim Keller, CEO of Tenstorrent
Andy Jassy, president and CEO of Amazon
Jim Cramer, host and co-anchor at CNBC
Elizabeth Warren, U.S. Senator
Jamie Dimon, chairman and CEO of JPMorgan Chase
Gary Gensler, former chairperson, U.S. Securities and Exchange Commission
David Faber, American financial journalist and market news analyst
Ian Woff, director of broadcast/AV/internal digital signage operations at NYSE
Chuck Alley, director of CUBE production operations at SiliconANGLE Media
#theCUBE #theCUBEPod #theCUBEresearch #NYSE #ButtonwoodRoom #AI
00:00 - Unveiling the Future: Media Innovation and Launch Highlights at NYSE
02:58 - theCUBE's Role in NYSE's Transformation
05:00 - Crypto and Market Dynamics Discussion
07:07 - Amazon's Market Presence and Innovations
11:48 - Media Landscape Changes and AI's Role
15:09 - The Importance of Face-to-Face Interaction
20:58 - NYSE Traditions and Closing Bell Experience
23:39 - theCUBE and NYSE Collaboration Opportunities
27:24 - The Evolving Dynamics of Media and Finance