John Furrier
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what they talk about
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where they keep going back
- Databricks Data + AI Summit2 editions2023–2024
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on a stage with
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who talks about the same things
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| title | conference | date |
|---|---|---|
| Keynote Analysis | Databricks Data + AI Summit 2024 | 2024-06-10 |
Recap of the keynote shows concrete product moves: Unity open-sourced and Unity Catalog pushes governance and table interoperability, Mosaic AI and LLMs plug… | ||
| Keynote Analysis | Databricks Data + AI Summit 2024 | 2024-06-10 |
Databricks announces Unity Catalog open source as the new metadata source of truth (repo public now, Polaris in 90 days), with unified governance, masking… | ||
| AnalystANGLE | Databricks Data + AI Summit 2024 | 2024-06-10 |
Analyst panel summarizes concrete moves: Unity Catalog open-sourced and Delta Sharing aim to make the catalog the new platform, Lakeflow and serverless target… | ||
| CUBE Collective | Databricks Data + AI Summit 2024 | 2024-06-10 |
Conference recap focuses on concrete moves: Databricks reports 60% growth at about $2.4B ARR, announces Delta Lake GA and Unity Catalog code pushed public on… | ||
| Keynote Analysis | NVIDIA GTC 2024 | 2024-03-18 |
Nvidia unveils a two‑chip Blackwell AI superchip tied together into larger systems via an NVLink Switch and a DGX Cloud that promises exaflops in one rack to… | ||
| AnalystANGLE | NVIDIA GTC 2024 | 2024-03-18 |
NVIDIA announces a monolithic Blackwell GPU architecture tied to NVLink/NVSwitch networking, claiming 25,000 engineers and a $10 billion build‑out; packs scale… | ||
| theCUBE Research Mini Pod | NVIDIA GTC 2024 | 2024-03-18 |
Deep analysis of Nvidia GTC focuses on claims and engineering: Blackwell superchip built for generative LLMs with ~208 billion transistors at ~4 GHz and 25,000… | ||
| Broadcom Breakdown | NVIDIA GTC 2024 | 2024-03-18 |
Broadcom lays out a detailed roadmap: 26 businesses, 17 semiconductors and a claim of near-duopoly with NVIDIA for chips that handle both internal connectivity… | ||
| Analyst Notebook | NVIDIA GTC 2024 | 2024-03-18 |
Discussion claims Nvidia is defining a systems approach: AI Foundry plus DGX Cloud and a per-GPU license model aim to bundle chips, software and services; code… | ||
| Keynote Review | Databricks Data + AI Summit 2023 | 2023-06-26 |
Databricks claims a Lakehouse 3.0 that ends format wars via Delta Lake, Delta Sharing and a Unity Catalog control plane, pushes a federated marketplace and… | ||
| Keynote Analysis Day 2 | Databricks Data + AI Summit 2023 | 2023-06-26 |
Databricks touts concrete traction: 40,000 commits and 3,600 contributors to Delta Lake, DuckDB appears on stage as a complementary query engine, and Oracle… | ||
| Keynote Analysis | GitLab Commit San Francisco 2020 | 2020-01-14 |
GitLab presents itself as a remote first, fully open platform combining source control and CI/CD into a single application, claiming more than 1100 employees… | ||
| Devnet Create Analysis | Cisco DevNet Create 2019 | 2019-04-24 |
A line-by-line takeaways breakdown of Cisco DevNet Create 2019 opening keynote: DevNet started about five years ago and this is the third DevNet Create, the… | ||
| Wrap | Google Cloud Next '17 | 2017-03-08 |
Day one wraps with lots of signal but few new products: 10,000 attendees and customer logos like Disney, HSBC, eBay and Home Depot headline the narrative while… | ||
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