theCUBE Podcast

Watch the latest episode of theCUBE Pod, where analysts John Furrier and Dave Vellante break down the biggest trends and innovations shaping the tech world. From industry disruptions to emerging technologies, we bring you expert analysis and insider insights — so you stay ahead in the fast-evolving enterprise landscape.

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

Watch the full lineup of theCUBE Pod https://www.youtube.com/playlist?list=PLenh213llmcYe7nXWic9QsnHUD5fqbEwu

#theCUBE #theCUBEpod #theCUBEresearch #EmergingTech #TechTrends

Watch the latest episode of theCUBE Pod, where analysts John Furrier and Dave Vellante break down the biggest trends and innovations shaping the tech world. From industry disruptions to emerging technologies, we bring you expert analysis and insider insights — so you stay ahead in the fast-evolving enterprise landscape.

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

Watch the full lineup of theCUBE Pod https://www.youtube.com/playlist?list=PLenh213llmcYe7nXWic9QsnHUD5fqbEwu

#theCUBE #theCUBEpod #theCUBEresearch #EmergingTech #TechTrends

The latest theCUBE Pod episode, with theCUBE Research’s John Furrier and Dave Vellante, kicks off at the NYSE Wired Studio with a candid look at where the AI market really stands. Mega deals keep piling up, skepticism is rising and the enterprise mood feels unsettled.
Vellante opens with a quick check on a disrupted business week before the discussion turns to capital and momentum. Furrier walks through the surge in AI investment, references a Netscape-style moment around OpenAI and presses on whether today’s funding pace matches what companies can realistically absorb.
As the conversation continues, Furrier and Vellante focus on infrastructure, risk and where gravity is forming. NVIDIA becomes a useful reference point for where real workloads are showing up. The takeaway isn’t hype or fear — it’s a clearer sense of which AI bets are starting to prove themselves.
Read more https://siliconangle.com/2026/02/02/openai-nvidia-stock-market-ai-bubble-thecubepod/
New episodes every Friday. Subscribe for weekly tech analysis.
Spotify: https://open.spotify.com/show/1hBxlS60EKqxohsOVoPrEI?si=6137bdf3d08f4355&nd=1
Apple Podcasts: https://podcasts.apple.com/us/podcast/thecube-podcast/id1674287308
YouTube: https://www.youtube.com/playlist?list=PLenh213llmcYe7nXWic9QsnHUD5fqbEwu
Find more SiliconANGLE news and analysis https://siliconangle.com/
Follow theCUBE's wall-to-wall event coverage https://siliconangle.com/events/
Learn about the latest theCUBE events https://www.thecube.net/
00:00 - Navigating Markets and Media: A Comprehensive Insight
02:35 - The Growth and Financial Dynamics of AI: OpenAI's Influence and Market Trends
07:05 - Strategic AI Investments and Ecosystem Dynamics
11:05 - Financial Trends and Market Predictions
13:18 - Nvidia’s Market Position and Criticism
15:32 - AI IPOs and Market Windows
19:38 - Shifts in SaaS Business Models
27:26 - The Role of AI in Market Predictions
34:01 - IBM's Impact and Transition Success
38:16 - Infrastructure and Next-Gen Technology Growth
47:48 - Elon Musk and Strategic Mergers
52:49 - Conclusion and Super Bowl Preview
This Week in Enterprise:
Musk mulls a megacorp as AI dealmaking shifts into overdrive
AI dealmaking is surging, led by massive funding talks at OpenAI and Anthropic, Elon Musk’s rumored mega-combination ambitions and Apple’s $2B AI buy. Investors favor AI infrastructure over enterprise software, while IPO optimism stays cautious amid market jitters and layoffs.
Check out the full article https://siliconangle.com/2026/01/30/musk-mulls-megacorp-ai-dealmaking-shifts-overdrive/

In this week’s theCUBE Pod episode, John Furrier and Dave Vellante discuss how AI and crypto are colliding inside modern financial infrastructure. Recording from the NYSE and the Boston Studio, they dig into what BitGo’s initial public offering reveals about institutional adoption, trust and the evolving shape of digital finance.
They break down how BitGo positions itself as core infrastructure rather than a speculative platform, drawing parallels to how AWS reshaped cloud computing. The conversation explores custody, trust and transaction integrity, as well as why BitGo’s strategy matters as AI-driven systems increasingly intersect with digital asset workflows.
The discussion widens to global signals from Davos and beyond, where AI, blockchain and enterprise systems are converging faster than expected. Furrier and Vellante also unpack regulatory pressure, OpenAI’s influence and shifting market dynamics, offering a grounded look at how finance, trading and asset management could evolve over the next decade.Read more: https://siliconangle.com/2026/01/26/bitgo-ipo-nvidia-davos-ai-thecubepod/New episodes every Friday. Subscribe for weekly tech analysis.
Spotify: https://open.spotify.com/show/1hBxlS60EKqxohsOVoPrEI?si=6137bdf3d08f4355&nd=1
Apple Podcasts: https://podcasts.apple.com/us/podcast/thecube-podcast/id1674287308
YouTube: https://www.youtube.com/playlist?list=PLenh213llmcYe7nXWic9QsnHUD5fqbEwuFind more SiliconANGLE news and analysis https://siliconangle.com/
Follow theCUBE's wall-to-wall event coverage https://siliconangle.com/events/
Learn about the latest theCUBE events https://www.thecube.net/

119: AI Retail Week, More NVIDIA Dominance, AI on the Edge