67. Kamala's tech chops, Databricks/Snowflake survey, the real skinny on cloud market data

In this week’s episode of theCUBE Pod, theCUBE Research analysts Fohn Furrier and Dave Vellante discuss Kamala Harris's rapid fundraising success as she steps into the Democratic ticket, likening it to a startup's Series A funding.
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They also highlight significant developments in the AI sector, including Meta's Llama 3.1 release and Amazon's AWS support, emphasizing the tech industry's dynamic growth. The cloud market analysis reveals AWS's continued dominance, with Microsoft and Google also major players, though AWS's compute revenue is shifting towards SaaS and new services.
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In addition, Furrier and Vellante cover CrowdStrike's recent incident involving a faulty update affecting Windows sensors, with CEO George Kurtz addressing the issue. Lastly, a survey comparing Databricks and Snowflake indicates Databricks's edge in AI and data engineering, while Snowflake leads in data warehousing and governance.
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This Week in Enterprise:
New AI models flood the market even as AI takes fire from regulators, actors and researchers
Vice President Kamala Harris’ presumed ascension to the Democratic presidential nomination following President Joe Biden’s withdrawal scrambled this week certainly scrambled the race, but it also set everyone in tech wondering what a Harris administration might mean.
Bottom line: Nobody knows - and of course there’s no guarantee she will win the election come November, despite some reenergized supporters in the industry. But it’s likely that there will be some changes in tech policy if she wins. She seems likely to take a middle ground in AI, which is to say more or less in line with Biden’s policies.
It was another huge week for generative AI, as the march of AI models accelerated thanks to new ones from, well, just about everyone in the market. Big fundings also continued with more than a half-billion each to Cohere and even a Chinese company, Baichuan.
At the same time, AI is coming under increasing fire from researchers, TH-cam creators and actors - there are a lot of knotty issues still to be worked out.
On the cybersecurity front, CrowdStrike acted quickly to identify its internet-killing bug and fix it, but a $10 Uber Eats gift card isn’t going to mollify anyone anytime soon. Meantime, Wiz ended its big-money Google talks and will work toward an IPO instead.
Speaking of IPOs, OneStream has a successful one this week, but will it be enough to restart offerings? In any case, next week will provide a huge read on tech sentiment going forward, with earnings reports due from Microsoft, AMD, Samsung, Arm, Qualcomm, Meta, Intel, Amazon, Apple, Cloudflare and more.
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People mentioned in this podcast:
Kamala Harris, 49th U.S. vice president
Donald Trump, 45th U.S. president
George Kurtz, CEO of CrowdStrike
Joe Biden, 46th U.S. president
JD Vance, U.S. senator
Lina Khan, chair of the Federal Trade Commission
Barry Diller, chairman and senior executive at IAC
Andrew Ross Sorkin, American journalist and author
Marc Andreessen, general partner at Andreessen Horowitz
Ben Horowitz, general partner at Andreessen Horowitz
Paul Graham, co-founder of seed capital firm Y Combinator
Bernie Sanders, U.S. senator
Merritt Baer, CISO of Reco AI
Yinon Costica, co-founder and VP of product at Wiz
Bill Bruno, CEO of Celebrus
Doszhan (Dos) Zhussupov, CEO of CerebraAI
Charlie Giancarlo, CEO of Pure Storage
John Taylor, SVP and CMO of AMD
Raj Yavatkar, CTO of Juniper Networks
Hao Zhong, co-founder and CEO of ScaleFlux
Chirantan "CJ" Desai, president and COO of ServiceNow
Jerry Chen, general partner at Greylock Partners
Benoit Dageville, president of product and co-founder at Snowflake
Ali Ghodsi, co-founder and CEO of Databricks
Frank Slootman, chairman of the board of directors at Snowflake
Erik Bradley, chief strategist and research director at ETR
Ryan Blue, co-founder and CEO of Tabular Technologies
Lynn Martin, president NYSE Group
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