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

In the latest episode of theCUBE Pod, John Furrier and Dave Vellante dive into a whirlwind week of tech headlines. From Bullish’s explosive IPO to Perplexity’s eyebrow-raising $34 billion Chrome bid, they explore how crypto, AI and browser wars are reshaping markets and sparking fresh competitive battles.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/g5NaFcRuFurrier and Vellante unpack the energy from the NYSE’s “Crypto Trailblazers” series, highlighting big-name players and the growing IPO appetite in digital finance. They also tackle Intel’s foundry struggles, floating a bold plan for U.S. government majority ownership while weighing the risks of political influence in such a critical industry.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/The conversation then shifts to AI’s growing pains, from ChatGPT-5 rollout hiccups to the long road ahead for enterprise adoption of agentic workflows. They balance enthusiasm with caution, warning that overblown expectations could trigger a market pullback. Furrier and Vellante close with a reminder: transformation is coming but on its own timeline.Read More: https://siliconangle.com/2025/08/18/crypto-innovation-government-bets-semiconductors-ai-next-decade-thecubepod/Watch the full lineup of theCUBE Pod https://www.youtube.com/playlist?list=PLenh213llmcYe7nXWic9QsnHUD5fqbEwu 

00:00 - Intro
00:01 - Tech Trends and Market Dynamics: Navigating the Digital Era
02:04 - Crypto Insights and Market Dynamics: Navigating IPOs and Market Trends
04:38 - Strategic Innovation: Navigating Market Dynamics in the Tech Industry
08:40 - Strategic Moves and Government Involvement
11:21 - Technological Challenges and Investment Insights
13:41 - Integrating Wright's Law and AI for Advanced Manufacturing Solutions
16:41 - OpenAI and ChatGPT-5 Challenges
21:57 - LLM Economics and Enterprise AI Agents
26:22 - AI's Impact on Stock Markets and Valuations
31:51 - Crypto Wave and Operationalizing Fintech
51:13 - Financial Systems Evolution and Regulatory Adjustments
55:13 - Strategic Shifts and Future Trends: Navigating the Evolving Business Landscape

This Week in Enterprise:Intel CEO’s Trump travails, Perplexity’s audacious bid for Chrome, and crypto’s IPO partyIntel CEO Lip-Bu Tan is getting put through a ringer, isn’t he?First Trump says he should be fired, then he praises him to the skies, then he apparently wants the government to buy a stake in the company — though given it’s Trump, that’s far from certain. Don’t miss Dave Vellante’s Breaking Analysis this week that offers a credible way such a deal might work.Speaking of Trump, what must Nvidia CEO Jensen Huang must be thinking, as the president demanded and apparently will get 15% of revenue from AI chip exports to China.New-age search engine Perplexity made an audacious $34.5 billion bid to buy Google’s Chrome browser, which is not even for sale yet, pending a court decision. But it reportedly had to raise a new round to show it’s serious, which remains in doubt despite its claim that it has several venture funds interested in backing its bid.Enterprise earnings reports were another mixed bag this week, as Cisco Systems outperformed thanks to AI infrastructure deals, but Applied Materials plunged after a downbeat forecast that signals potential trouble for the chip industry, and AI cloud data center provider CoreWeave tanked.Check out the article https://siliconangle.com/2025/08/15/intel-ceos-trump-travails-perplexitys-audacious-bid-chrome-cryptos-ipo-party/Watch the full podcast below to find out why these industry pros were mentioned:

 Marc Benioff, chair and CEO at Salesforce#theCUBE #theCUBEPod #theCUBEresearch #NYSE #CryptoTrailblazers #Intel #AI

In the latest episode of theCUBE Pod, John Furrier and Dave Vellante break down OpenAI’s bold ecosystem shift. They explore how launching on AWS alongside other platforms signals a deliberate move away from Microsoft, expanding reach and enabling developers to customize models through open weights for broader enterprise adoption.

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

Furrier and Vellante also tackle the growing IPO buzz around OpenAI, with investors eyeing a trillion-dollar valuation. The conversation shifts to Intel’s strategic crossroads, where board members and political players debate spinning off foundry operations to stay competitive — highlighting how national tech policy and market forces are colliding in real time.

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/

The duo closes with a deep dive into the GENIUS and Clarity Acts, unpacking how these measures aim to standardize stablecoin rules and clarify digital asset oversight. They connect the dots between regulatory clarity, market readiness and the next wave of fintech innovation, underscoring why this groundwork matters for the AI-driven economy ahead.

Read the full article https://siliconangle.com/2025/08/11/openai-ecosystem-play-nvidias-open-source-ai-dominance-thecubepod

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

00:00 - Tech Evolutions and Market Movements: OpenAI's Transformative Journey
02:22 - Navigating the Tech Terrain: Open Source, Corporate Challenges, and Industry Rivalries
04:47 - Strategic Insights on Open Source, AI, and Economic Impact
08:41 - Discussing OpenAI's Potential IPO
12:07 - Navigating the AI Frontier: Investment Opportunities and Strategic Hurdles
18:21 - Trump's Influence on Intel
21:31 - The Challenges in the Semiconductor Industry
27:47 - The GENIUS Act and Regulatory Impact on Crypto
36:53 - The Role of Stablecoins and Upcoming Regulatory Changes
42:27 - Tech Futures: Emerging Trends and Predictions

This Week in Enterprise:

OpenAI debuts GPT-5 AI model, Trump calls for Intel CEO to resign, and IPOs keep popping

AI continues to suck all the air and the dollars out of the room, with a flurry of new models and new fundings this week.

It’s still a breakneck race in AI, as OpenAI, Anthropic and Google all released new models and agents. In particular, OpenAI debuted its GPT-5 flagship model, which combines the reasoning abilities of its o-series with the faster responses of its GPT series.

OpenAI’s biggest challenge actually won’t be fellow foundation model makers but the likes of JPMorgan, whose data holds the real value for the future of AI — so explain Dave Vellante and George Gilbert in their latest Breaking Analysis.

Investors don’t seem to be thinking that far ahead, though, as OpenAI’s reported talks on its latest stock sale carrying a $500 billion valuation for the company keep upping the need to execute perfectly to grow into it.

The drumbeat of initial public offerings continued this week with Firefly Aerospace debuting with a 34% pop over its initial offering price. Cryptocurrency exchange Bullish also filed.

It was a decidedly mixed bag for enterprise tech earnings this week, as Palantir, Digital Ocean, Arista, Extreme Networks and others outperformed, but AMD, Supermicro, Kyndryl and others disappointed. Next week’s earnings include Cisco, CoreWeave and Applied Materials.

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

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

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

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