In this theCUBE + NYSE Wired: Mixture of Experts segment from the New York Stock
Exchange, theCUBE’s John Furrier sits down with Raj Verma, CEO of SingleStore,
to unpack how the intersection of technology and finance is shaping enterprise
strategy. Verma shares why SingleStore is “on course” for the public markets,
reflects on brand-building through the company’s partnership with golf Hall of
Famer Padraig Harrington and connects that ethos to how SingleStore helps
organizations fix struggling data “swings.” The discussion zeroes in on what’s
next as Wall Street watches the AI infrastructure buildout: after chips and
systems, the software and data layers set the pace for value creation. Verma
outlines why enterprises must modernize “brown” data estates into “green” ones
to safely bring corporate context, governance and compliance into LLM workflows
via RAG – and why commoditized data-at-rest puts the advantage at the query
layer that unifies data in motion with data at rest. He predicts agentic AI will
gain reasoning capabilities in roughly 18 months, cites industry indicators like
Google reporting ~25% of its software now built by AI and argues that high
switching costs will give way to disruption as buyers reassess legacy vendors.
The conversation closes with concrete momentum: ~33% YoY growth, ARR in the
~$135M range, gross dollar retention ~98%, cloud NDR ~130, ~50% of business now
in the cloud, landing ~3 new customers per day, a path to cash-flow breakeven in
the next two quarters and a teaser for AI-related announcements in the next two
months. Listeners will find notable stats, real-world use cases and
forward-looking views on how databases power reliable AI at enterprise scale.
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Ryan Gavin, Salesforce
In this theCUBE + NYSE Wired: Mixture of Experts segment from the New York Stock
Exchange, theCUBE’s John Furrier sits down with Raj Verma, CEO of SingleStore,
to unpack how the intersection of technology and finance is shaping enterprise
strategy. Verma shares why SingleStore is “on course” for the public markets,
reflects on brand-building through the company’s partnership with golf Hall of
Famer Padraig Harrington and connects that ethos to how SingleStore helps
organizations fix struggling data “swings.” The discussion zeroes in on what’s
next as Wall Street watches the AI infrastructure buildout: after chips and
systems, the software and data layers set the pace for value creation. Verma
outlines why enterprises must modernize “brown” data estates into “green” ones
to safely bring corporate context, governance and compliance into LLM workflows
via RAG – and why commoditized data-at-rest puts the advantage at the query
layer that unifies data in motion with data at rest. He predicts agentic AI will
gain reasoning capabilities in roughly 18 months, cites industry indicators like
Google reporting ~25% of its software now built by AI and argues that high
switching costs will give way to disruption as buyers reassess legacy vendors.
The conversation closes with concrete momentum: ~33% YoY growth, ARR in the
~$135M range, gross dollar retention ~98%, cloud NDR ~130, ~50% of business now
in the cloud, landing ~3 new customers per day, a path to cash-flow breakeven in
the next two quarters and a teaser for AI-related announcements in the next two
months. Listeners will find notable stats, real-world use cases and
forward-looking views on how databases power reliable AI at enterprise scale.
In this interview from the theCUBE + NYSE Wired: Mixture of Experts series, Ryan Gavin, chief marketing officer for Slack at Salesforce, joins theCUBE’s John Furrier to unpack Slack’s latest AI milestone: the general availability of Slackbot, a personal agent built natively into Slack. Gavin explains why context is the differentiator, arguing that an assistant embedded in the flow of work can understand a user’s goals, permissions and day-to-day realities in a way bolt-on tools cannot. The conversation frames AI not as a novelty but as an operating advantage,...Read more
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What new tool is being announced for general availability today, and what distinguishes it from other AI agents?add
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