SUMMARY: Brian speaks with Dave Vellante, Co-Founder/CEO theCUBE, about how AI is changing the entire tech stack, the evolution of systems of intelligence, and how the competitive landscape is forcing companies to make difficult decisions about their AI future.
SHOW: 1049
SHOW TRANSCRIPT: The Enterprise AI Show #1049 Transcript
SHOW VIDEO: https://youtu.be/EgIvsBnZnmg
SHOW SPONSORS:
SHOW NOTES:
Topic 1 - The new technology stacks being driven by AI. Where is intelligence being built and distributed?
Topic 1a - Where is value in the stack being created and commoditized?
Topic 1b - Where do you see powerful software ecosystems defending themselves and where are they most vulnerable because of AI?
Topic 2 - Alex Karp’s thesis that the harness will generate more value than the models, and owning and managing the harness is a path to enable companies to better control their AI future.
Topic 3 - Is AMD potentially cracking NVIDIA’s monopoly on AI accelerators?
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