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 for IBM Customer Success and Expert Labs, leads a global team ensuring clients successfully use IBM technology post-sale. IBM focuses on hybrid cloud and AI, integrating IBM Research technology into products. Sneed discussed AI use cases, challenges in adoption, and the importance of clean data and integrating AI into business processes. Vellante and Sneed talked about AI funding, adoption, shifting from pilots to production, and ROI. IBM's own use case with Boston Consulting Group showed $1.5 billion in cost savings. Sneed highlighted the need for CIOs to identify successful AI initiatives quickly and integrate AI into business applications. They also discussed AI integration, open source technologies, human-AI collaboration in customer care, data governance, infrastructure, and consulting expertise in AI implementation. Sneed is excited about IBM's strategy and the future of AI.

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

Karen Walker, Sysdig

Karen Walker, the CFO of Sysdig, discusses the challenges facing the cybersecurity industry, as attacks become more sophisticated and frequent, with costs increasing significantly. The shortage of cybersecurity professionals, coupled with the need to address skills gaps and navigate regulatory pressures, adds to the complexity. The acceleration of cloud adoption and the role of AI in enhancing security measures are key factors to consider. The conversation dives into the impact of generative AI, the importance of profitability in decision-making, and the evolving regulatory landscape. Walker highlights the significance of agility and experimentation in AI investments, emphasizing the need for short-term wins and adaptive strategies. The discussion also touches on the IPO market, with insights on the criteria for companies looking to go public in the current environment. Walker expresses optimism for the future, focusing on Sysdig's commitment to helping organizations enhance their security posture through innovative solutions like Sysdig Sage.

Karen Walker
CFO Sysdig
ON DEMAND

Bobby Patrick, UiPath

A discussion between Dave Vellante and Bobby Patrick, CMO of UiPath, revealed insights on UiPath's growth, strategies, and upcoming plans. UiPath decided to go public on the NYSE due to a positive experience with the exchange. They discussed UiPath's innovative approach to disrupting the RPA market with a low-code model that evolved into enterprise automation. Bobby highlighted the shift to agentic AI, enabling the creation and management of agents to enhance automation capabilities. This shift aims to revolutionize workflows by enabling agents, robots, humans, and models to work together seamlessly. UiPath's genAI initiative has paved the way for new opportunities in operationalizing AI within critical business workflows. One key aspect highlighted was the capability to bring your own model to UiPath's platform, offering flexibility and customization for users. Bobby also shared UiPath's vision for an "agent for every person," emphasizing the role of agents in driving automation and productivity within organizations. The conversation underscored the

Bobby Patrick
CMO UiPath
ON DEMAND

Sam Khosroshahi, Lambda

The interview at the New York Stock Exchange features Sam Khosroshahi, head of Strategic Pursuits at Lambda, an AI infrastructure company specializing in GPU cloud services for AI developers and researchers. Lambda offers the Lambda Stack for simplified infrastructure maintenance and flexible cloud solutions bridging public cloud and on-premises options. Their infrastructure is exclusively made up of Nvidia GPUs, with a focus on high performance and customer support. Lambda collaborates with NUS Research to improve models and is preparing for Nvidia's Grace Blackwell architecture release. They provide various access options like on-demand cloud and private cloud deployment. The conversation covers topics like AGI, reasoning models in AI, and the company's mission to advance AI and human knowledge. The interview also touches on Jensen's vision for reasoning AI and the role of companies like Lambda in driving these advancements.
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 and CEO of Crusoe, founded the company in 2018 to accelerate computing-led technologies sustainably. He saw the potential of AI and energy convergence, realizing the transformative power of AI for various industries.

AI advancements, like ChatGPT, impressed Chase, showcasing the transformative potential of AI. He believes AI can drive breakthroughs in various fields, including energy generation, fusion development, battery chemistry, and climate solutions.

Crusoe operates as a vertically integrated AI infrastructure business, focusing on energy-efficient data centers in locations with clean, low-cost energy sources. They offer data centers and a managed AI cloud platform for companies looking to leverage AI technology.

Their software IP includes enhancements for high-performance virtualization, storage solutions, and distributed file systems. Crusoe ensures stability in their systems, minimizing failures and downtime for customers.

Liquid cooling is crucial for handling the thermal load of high-powered chips like the H100. Direct-to-chip liquid cooling, single-phase immersion cooling, and two-phase immersion cooling are effective methods. Novel cooling solutions like diamond heat sinks are also emerging.

As the industry embraces liquid cooling, standards and best practices are evolving. Proper plumbing and system design are critical to prevent failures that could disrupt operations. Chase envisions a future where AI drives sustainable solutions across industries.
Dave Vellante hosts CXO series, will be back after short break.

Chase Lochmiller
Co Founder & CEO Crusoe
ON DEMAND

Rob Skillington, Chronosphere

Rob Skillington, the Co-Founder of Chronosphere, founded the company in 2019 with his co-founder, Martin Mao. Both previously worked at Uber, where they optimized data storage for real-time alerts and monitoring. After raising funds, Chronosphere focused on automating data flow analysis for cost-efficient storage. The company's data aggregation capabilities and custom-built databases set them apart. Chronosphere has raised over $300 million, with a focus on enterprise and scaling its market strategy.

Rob Skillington
CTO Chronosphere
ON DEMAND

Ty Sbano, Vercel

Ty Sbano, the CISO of Vercel, focuses on simplifying code shipping process and ensuring platform security. With 20 years of experience in information security, Sbano emphasizes designing security from the start and integrating best practices. Vercel's platform offers secure hosting for custom code with built-in security measures. Sbano oversees security, IT, physical security, privacy compliance, and trust and safety at Vercel. By collaborating with partners and leveraging data analytics, Vercel aims to maintain a secure environment for developers and customers. Sbano emphasizes the importance of staying vigilant and proactive in mitigating potential threats in the rapidly evolving technological landscape. His insights provide valuable information on the challenges and opportunities in securing innovative platforms in a changing digital environment.

Ty Sbano
CISO Vercel