The Enterprise AI Show
The Enterprise AI Show explores the AI journey for Enterprise companies around the world. [formerly The Cloudcast]
As the AI revolution moves from experimentation to execution, The Enterprise AI Show provides the clarity needed to lead. Join Aaron Delp and Brian Gracely as they explore the intersection of generative AI, enterprise systems, and global business strategy. Each episode features clear-headed conversations with the people making actual decisions—founders, investors, and practitioners—focusing on the technical architectures and business models that drive real-world ROI.
New shows every Wednesday and Sunday.
Topics: Enterprise AI strategy · The AI Economy · LLMs in production · AI leadership · Agentic AI · Digital Sovereignty · Machine Learning · AI startups · Cloud Computing
The Enterprise AI Show
How AI Stacks are rewriting the Rules of Business
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SUMMARY: Brian speaks with Dave Vellante, Co-Founder/CEO theCUBE, about how AI is changing the entire tech stack, the evolution of systems of intelligence, and how the competitive landscape is forcing companies to make difficult decisions about their AI future.
SHOW: 1049
SHOW TRANSCRIPT: The Enterprise AI Show #1049 Transcript
SHOW VIDEO: https://youtu.be/EgIvsBnZnmg
SHOW SPONSORS:
- Nasuni - Activate your data for AI and request a demo
- ShareGate - ShareGate Protect. Microsoft 365 Governance, we got this!
SHOW NOTES:
Topic 1 - The new technology stacks being driven by AI. Where is intelligence being built and distributed?
Topic 1a - Where is value in the stack being created and commoditized?
Topic 1b - Where do you see powerful software ecosystems defending themselves and where are they most vulnerable because of AI?
Topic 2 - Alex Karp’s thesis that the harness will generate more value than the models, and owning and managing the harness is a path to enable companies to better control their AI future.
Topic 3 - Is AMD potentially cracking NVIDIA’s monopoly on AI accelerators?
FEEDBACK?
- Email: show @ the enterprise ai show dot come
- Bluesky: @TheEntAIShow.bsky.social
- Twitter/X: @TheEntAIShow
- Instagram: @TheEntAIShow
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