What the analysts got right in 2023 and AI insights for 2024

theCUBE analysis & upcoming broadcasts [Wrapping up 2023 with a look back and predictions on the year to come]( In this week’s edition of Pod]( John Furrier and Dave Vellante wrap up 2023 and give their top tech predictions for 2024. They discuss a range of subjects, including market deals, mergers and acquisitions, AI funding and the performance of tech stocks, particularly in comparison to the S&P 500.  Some of Furrier and Vellante’s predictions for 2024 include the year being a reset year financially, the increase of investment in AI and at least one major new AI-enabled cybersecurity-related incident.   “I think we successfully predicted supercloud, next-generation impact of multiple clouds,” Furrier said. “I think we also predicted the generative AI wave. Again, we underpredicted. That came in heavier than we thought.”    John and Dave also mention significant news, such as Apple discontinuing certain products and the rise of deepfake technology affecting the stock market. In addition, they explore emerging trends in data and AI, emphasizing the shift toward intelligent data platforms and the importance of governance in the tech sector.   [Catch up on the latest episode of theCUBE Pod.]( [Watch the full episode]( [The rise of observability and why it matters to your business]( In this week’s Analysis]( theCUBE’s Dave Vellante digs deeper into the trends in observability based on a recent custom study from our partners at Enterprise Technology Research. As always, we provide our perspective on the market and players with a view toward trends to watch in 2024.   “The rapid awareness and adoption of AI has increased concerns around security, governance, compliance and business risk,” Vellante said. “The digital business imperative to improve customer experience combined with a vastly more complex technology environment, comprising multiple clouds, you now have IoT in there, containers, application integration and the popularity of open-source software are driving the need for better observability across technology stacks.”   Unfortunately, fragmented IT environments, lack of talent and a spate of existing installed monitoring tools are preventing organizations from achieving their full stack observability aspirations. With that being said, leaders possessing full-stack capabilities, cloud-native tooling and genuine AI expertise will be well-positioned to navigate the wave of consolidation in 2024 and beyond.   Read Dave Vellante’s full Breaking Analysis. [Get the free report]( [Uplevel the modern data stack]( In the first episode of “[The Road to Intelligent Data Apps]( theCUBE Research analysts Shelly Kramer and George Gilbert talk to Rahul Auradkar, EVP and GM, Salesforce Data Cloud and Einstein Platform, about intelligent data apps and the transition that is underway as organizations work to shift the way data is managed and upleveled throughout an organization.   “In the past we were doing only transactional data, and now we are looking at all the other engagement data that needs to be brought to life,” Auradkar said. “And that was the impetus behind Data Cloud. And our customers were trying to build all of this through a variety of different fragmented systems. They are in the business of delivering value to their downstream customers.”   The genesis of Salesforce Data Cloud   During the conversation, Auradkar shared insights on the Salesforce Data Cloud, the vision behind what Salesforce is doing, and the impetus and genesis of Data Cloud, along with thoughts on the set up needed for the metadata-driven approach. This includes embedding and integrating all data so that there is an enterprise-wide view of the status of an enterprise, and then shifting that view from "strings to things" by capturing all the intelligence that has traditionally been siloed in operational apps.   For more from the “The Road to Intelligent Data Apps” series, the full video](. [More insights for CIOs]( New York Times sues Microsoft, OpenAI over AI training The New York Times sued Microsoft Corp. and ChatGPT developer OpenAI yesterday alleging the two companies copied and used “millions” of its articles to train AI models without permission. [Read more]( siliconangle.com Anthropic reportedly on track to hit $850M in annual revenue AI startup Anthropic PBC is projecting an $850M annualized revenue run rate by the end of 2024, significantly greater than an earlier forecast. Backed by Amazon.com Inc. and Google LLC, it's one of several high-profile startups taking on OpenAI. [Read more]( siliconangle.com [Tune in to theCUBE in 2024]( Heading into 2024, theCUBE is providing the latest in event coverage. It all starts with the “The Next Generation of Storage” event on Jan. 10. Then, tune in from Feb. 26-29 for MWC Barcelona 2024. Check out all of past episodes of the Supercloud series on-demand at supercloud.world and prepare for the next episode, coming up in February.*   *Broadcast dates and times are subject to change.   [The Next Generation of Storage: Jan. 10](   Join us on Jan. 10 for a special presentation of “[The Next Generation of Storage]( presented by theCUBE and Pure Storage.   From the early days of magnetic tapes and floppy disks to the advent of hard disk drives, solid-state drives and beyond, this broadcast offers an exploration of storage technology evolution and what comes next. We’ll spotlight key milestones, discuss the integration of artificial intelligence and analyze the impact of critical innovations in data security. Gain firsthand insights from use cases in modern techniques supporting storage automation, sustainability and more.   Expert guests include: - Ajay Singh, CPO of Pure Storage - Prakash Darji, GM of the Digital Experience Business Unit at Pure Storage - Steve McDowell, principal analyst and founding partner at Nand Research   [Don’t miss it!](   [MWC Barcelona 2024: Feb. 26-29](   Join theCUBE for its exclusive coverage of Barcelona 2024]( taking place from Feb. 26-29. The main focus will be on the dynamic connection between longstanding tech giants and the constantly evolving telecom sector.   Tune in as our team of analysts engages in discussions with industry experts leading the charge in modernizing the dependable, yet age-old telecom infrastructure. The conversations will center on the enhancement of edge computing capabilities to seamlessly support the forthcoming wave of 5G consumer deployments, projected to surge by 2025.   [Save the date today!](   [Supercloud.world](   Don't miss out on theCUBE's exclusive series]( offering insights into the cutting-edge of enterprise technology. Episode 6 is right around the corner in early 2024, so if you haven't been following along, now's your chance to dive in!   You can catch up on past episodes on-demand at [supercloud.world]( and prepare for the upcoming installment. Stay tuned for more updates as we venture into the boundless potential of the digital universe.   [Visit the Supercloud website!]( [Follow all theCUBE's upcoming broadcasts!]( Three insights you missed from the Cyber Resiliency Summit Study up with these key insights from our day-long summit, part of the ongoing Dell Technologies Inc. series, “Navigating the Road to Cyber Resiliency.” We're joined by industry experts to explore strategies to safeguard the digital landscape. [Read more]( siliconangle.com SiliconANGLE Media Inc. | [SiliconANGLE.com]( [View as Webpage]( [[Twitter] ]( [[YouTube] ]( [[LinkedIn] ]( SiliconANGLE Media Inc | 5 Mount Royal, Suite 280, Marlborough, MA 01752 [Unsubscribe {EMAIL}]( [Update Profile]( | [Constant Contact Data Notice]( Sent by communication@siliconangle.com powered by [Trusted Email from Constant Contact - Try it FREE today.]( [Try email marketing for free today!](