Name: NYSE Media Week CXO Series, theCUBE + NYSE Wired
Start: 2024-10-22T17:00:00.000Z
End: 2024-10-22T22:00:00.000Z

Tuesday, October 22 (UTC)

ON DEMAND

Ivana Delevska, Spear Advisors LLC

Ivana Delevska, Chief Investment Officer at Spear Invest, discusses the company's focus on approximately 120 companies, identifying opportunities through trends and research. Key market themes include AI, semiconductor stocks, cybersecurity, and SaaS, with Nvidia leading in AI revenue. Marvell and Broadcom are also significant players, with competition expected but favorable industry growth. The conversation mentions semiconductor companies like AMD and Micron, with Marvell seen as promising in the AI market. AMD shows innovation in the CPU market, while Micron operates in a volatile memory market. Companies like SentinelOne, Cloudflare, Datadog, Zscaler, and Palo Alto Networks are highlighted in cybersecurity discussions. Despite economic challenges, the AI, semiconductor, and cybersecurity sectors show promise for growth opportunities.

Ivana Delevska
Founder and Chief Investment Officer Spear Advisors LLC
ON DEMAND

Philip Rathle, Neo4j

Philip Rathle
CTO Neo4j
ON DEMAND

Doug Gourlay, Qumulo

Qumulo CEO Doug Gourlay discusses the company's focus on managing vast amounts of data, especially in AI. The need for flexible data storage solutions across different cloud environments is crucial. Unstructured data like video is key for AI and machine learning. Qumulo's "super cloud" approach offers a consistent experience on various platforms. Gourlay stresses company culture and customer focus. Qumulo sets itself apart with a versatile data management model and global implementation. The goal is to keep innovating to meet industry demands.

Douglas Gourlay
CEO Qumulo
ON DEMAND

Sonny Singh, Oracle

At NYSE The Cube, Sonny Singh, executive vice president of Oracle Financial Services, discusses challenges faced by banks in modernizing technology infrastructure. Singh highlights struggles with legacy systems hindering adoption of new technologies like AI and cloud computing. He emphasizes importance of security and compliance in banking industry amidst increasing cyber threats. Singh explains how Oracle's cloud infrastructure addresses challenges, offering cost-effective solution with focus on security and automation. He discusses potential of AI in revolutionizing banking operations, from fraud detection to customer experiences. Singh touches on future of AI in banking and importance of embracing new technologies for competitiveness in digital world.

Sonny Singh
Executive Vice President and General Manager Oracle
ON DEMAND

Tejas Manohar, Hightouch

Tejas Manohar
Co Founder & CEO Hightouch
ON DEMAND

Joseph Perla, Hangout

Joseph Perla
CEO Hangout
ON DEMAND

Grant Bourzikas, Cloudflare

Grant Bourzikas, the senior vice president and chief security officer at Cloudflare, discusses his role in protecting Cloudflare's infrastructure and working with product teams to develop new features. The concept of the "super cloud" is introduced, emphasizing the distributed nature of Cloudflare's network and the challenges of securing it. Bourzikas shares insights on dealing with nation-state attackers, building immutable infrastructure, and managing supply chain security. He also highlights Cloudflare's approach of radical transparency in handling incidents and sharing intelligence with customers and the industry. The importance of collaboration, especially in the face of complex regulations like GDPR and CCPA, is discussed. Bourzikas talks about his journey into the cybersecurity field and the influence of his background in baseball. The interview concludes with a positive exchange and a promise of more content to come.

Grant Bourzikas
SVP & CSO Cloudflare
ON DEMAND

Duncan Kennedy, ProLion

The CXO Series features Duncan Kennedy, director of global technical alliances at ProLion, focused on protecting unstructured data from ransomware on NetApp and Dell primary NAS storage. ProLion uses file activity analytics to detect ransomware patterns, aiming to become a market leader. Partnering with Dell, they educate the market and expand their reach. ProLion's technology proactively detects ransomware attacks to safeguard valuable information. Future goals include integrations, new features, and expanding the customer base.

Duncan Kennedy
Dir. Global Technical Alliances ProLion
ON DEMAND

Janine Sneed, IBM

Janine Sneed
General Manager, IBM Customer Success & Expert Labs IBM
ON DEMAND

Karen Walker, Sysdig

Karen Walker
CFO Sysdig
ON DEMAND

Bobby Patrick, UiPath

Bobby Patrick
CMO UiPath
ON DEMAND

Sam Khosroshahi, Lambda
ON DEMAND

Myke Lyons, Cribl

Myke Lyons
CISO Cribl
ON DEMAND

Andy Pernsteiner, VAST Data

Andy Pernsteiner
Field CTO VAST Data
ON DEMAND

Chase Lochmiller, Crusoe

Chase Lochmiller
Co Founder & CEO Crusoe
ON DEMAND

Rob Skillington, Chronosphere

Rob Skillington
CTO Chronosphere
ON DEMAND

Ty Sbano, Vercel

Ty Sbano
CISO Vercel