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On theCUBE Pod: The AI bubble isn’t bursting and IBM’s revenue miss
- The recent event highlights, including around AI production and AI bubble, were the major subjects for the CUBE Podcast analysts John Furrier and Dave Vellante.
- Andy Kessler, author of the Wall Street Journal, wrote an opinion article that suggested AI can’t teach AI new tricks.
- AI production readiness is the key for success. Virtual data and reality data have completely different quality levels.
- Small language models get a lot of attention because people are having success with domain-specific use cases.
- Anthropic releasing improved Claude models is a good sign that the industry is doing its job well.
- TheCUBE Research industry analysts expect no bubble popping in AI as there's too much value being unlocked on easy use cases.
- Perplexity AI is discussing a funding round with investors that could increase its valuation to more than $8bn from $520m in January 2021.
- Generative AI is the latest supercycle. The winners in the Generative AI space are determined early on.
- TheCUBE will continue to track the latest developments of the events in the coming weeks.
- The team has recently published data on agentic AI that have caught significant attention from people.
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