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122. AI Whiplash, Capex Panic & the Myth of Software Death
February 6, 2026
AI is opening a new chapter for enterprise technology, and the tone is more opportunity than panic. On this episode of theCUBE Pod, John Furrier and Dave Vellante focus on how AI is reshaping software economics while markets wrestle with capital spending and infrastructure pressure.

Furrier and Vellante draw a clear distinction between investor anxiety and what’s unfolding inside enterprise IT. They explain how sharp market reactions often miss the scale of platform shifts, especially as AI infrastructure investments accelerate and redefine long-term... Read more
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