
Insights from recent episode analysis
Audience Interest
Podcast Focus
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Insights are generated by CastFox AI using publicly available data, episode content, and proprietary models.
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Total monthly reach
Estimated from 1 chart position in 1 market.
By chart position
- 🇪🇸ES · Technology#1641K to 10K
- Per-Episode Audience
Est. listeners per new episode within ~30 days
500 to 5K🎙 ~2x weekly·309 episodes·Last published 2w ago - Monthly Reach
Unique listeners across all episodes (30 days)
1K to 10K🇪🇸100% - Active Followers
Loyal subscribers who consistently listen
400 to 4K
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* Data sourced directly from platform APIs and aggregated hourly across all major podcast directories.
On the show
From 15 epsHost
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Recent episodes
Snowflake, Databricks and the Model Makers: The Battle for the Agentic Client and AI Backend
Jun 6, 2026
57m 40s
Personal Agents Light the Fuse In the Age of Data Intelligence
Jun 1, 2026
55m 48s
How AI Stacks are Rewriting the Rules of Business
May 23, 2026
1h 00m 58s
Nvidia, AI factories and the transition to accelerated computing
May 9, 2026
1h 04m 41s
Google’s Agent Platform Takes Pole Position but Work Remains
Apr 25, 2026
45m 16s
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| Date | Episode | Topics | Guests | Brands | Places | Keywords | Sponsor | Length | |
|---|---|---|---|---|---|---|---|---|---|
| 6/6/26 | ![]() Snowflake, Databricks and the Model Makers: The Battle for the Agentic Client and AI Backend✨ | Agentic AIsoftware convergence+5 | — | CoWorkCoCo+8 | — | Agentic AISnowflake+5 | — | 57m 40s | |
| 6/1/26 | ![]() Personal Agents Light the Fuse In the Age of Data Intelligence✨ | data intelligencepersonal agents+3 | George Gilbert | — | — | data intelligencepersonal agents+3 | — | 55m 48s | |
| 5/23/26 | ![]() How AI Stacks are Rewriting the Rules of Business✨ | AIbusiness+3 | — | SiliconANGLE | — | AI stacksbusiness transformation+3 | — | 1h 00m 58s | |
| 5/9/26 | ![]() Nvidia, AI factories and the transition to accelerated computing✨ | NvidiaAI+3 | — | AI factoriesaccelerated computing+1 | — | NvidiaAI factories+3 | — | 1h 04m 41s | |
| 4/25/26 | ![]() Google’s Agent Platform Takes Pole Position but Work Remains✨ | GoogleAgent Platform+3 | George Gilbert | Agent PlatformGoogle | — | GoogleAgent Platform+3 | — | 45m 16s | |
| 4/18/26 | ![]() As AI Powers Google, What’s Next for Google Cloud✨ | AIGoogle Cloud+3 | — | Google CloudGoogle | — | agentic eramodern data stack+3 | — | 29m 22s | |
| 3/28/26 | ![]() The Agentic Gap: Vendors Sprint, Enterprises Crawl✨ | geopolitical dislocationsIT budgets+2 | — | Fed | — | stock marketbudget optimism+4 | — | 23m 48s | |
| 3/21/26 | ![]() RSAC 2026 preview: AI hype meets operating model reality✨ | AIsecurity+3 | — | — | — | RSAC 2026AI hype+2 | — | 42m 47s | |
| 3/7/26 | ![]() AI factories move out- Why the edge becomes hyperconverged✨ | AIedge computing+1 | John Furrier | MWC 26 | BarcelonaSpain | MWC 26Barcelona+1 | — | 34m 55s | |
| 2/28/26 | ![]() Nadella’s sacrifice: Why agents threaten Office & how Microsoft responds✨ | MicrosoftOffice+3 | — | OfficeMicrosoft Office+1 | — | Microsoft OfficeNadella+2 | — | 41m 02s | |
Want analysis for the episodes below?Free for Pro Submit a request, we'll have your selected episodes analyzed within an hour. Free, at no cost to you, for Pro users. | |||||||||
| 2/14/26 | ![]() theCUBE Research 2026 Predictions: The year of enterprise ROI✨ | enterprise ROIpredictions+2 | — | theCUBE Researchthis Breaking Analysis | — | enterpriseROI+2 | — | 1h 09m 32s | |
| 2/7/26 | ![]() Cloud earnings bring clarity, concern and confusion✨ | cloud earningsAI buildout+3 | — | NvidiaAMD+2 | — | earnings callscompany management+3 | — | 29m 55s | |
| 2/2/26 | ![]() Investors Fret as CAPEX & Azure Growth Decouple✨ | MicrosoftQ2 2026 earnings+3 | — | Microsoft AzureAzure+2 | — | earnings printnegative reaction+1 | — | 26m 20s | |
| 1/24/26 | ![]() Enterprise Technology Predictions 2026✨ | enterprise technologymarket insights+2 | — | theCUBE ResearchEnterprise Technology Research+1 | — | predictionscollaboration+2 | — | 40m 17s | |
| 1/17/26 | ![]() 2026 Data Predictions: Scaling Agents via Contextual Intelligence✨ | AIcontextual intelligence+2 | — | theCUBE Research InsightsETR+4 | — | modern AI eraagents+1 | — | 59m 21s | |
| 1/10/26 | ![]() Nvidia Resets the Economics of AI Factories, Again | At CES 2026, Jensen Huang once again reset the economics of AI factories. In particular, despite recent industry narratives that Nvidia’s moat is eroding, our assessment is the company has further solidified its position as the hardware and software standard for the next generation of computing. In the same way Intel and Microsoft dominated the Moore’s Law era, we believe Nvidia will be the mainspring of tech innovation for the foreseeable future. Importantly, the previous era saw a doubling ... | 48m 12s | ||||||
| 12/20/25 | ![]() Why NVIDIA Maintains its Moat and Gemini Won’t Kill OpenAI | In this Breaking Analysis, David Floyer and I set forth our thinking around what we believe is a misplaced narrative in the market. We’ll explain what we think the market is missing and why NVIDIA’s forthcoming product lineup will reset the narrative. We’ll also look at the economics of search, LLMs and chatbots and share why OpenAI, while facing many challenges, is in a stronger position than many believe; and why Google, while clearly a leader in AI, remains challenged to preserve what many... | 49m 00s | ||||||
| 12/13/25 | ![]() Grading our 2025 Enterprise Technology Predictions | Breaking Analysis with Dave Vellante | 17m 32s | ||||||
| 12/6/25 | ![]() Worker Bee AGI - Why AWS Is Betting on Practical Agents, Not Messiah AGI | No description provided. | 1h 05m 50s | ||||||
| 11/24/25 | ![]() Resetting GPU Depreciation — Why AI Factories Bend, But Don’t Break, Useful Life Assumptions | Much attention has been focused in the news on the useful life of GPUs. While the pervasive narrative suggests GPUs have a short lifespan, and operators are “cooking the books,” our research suggests that GPUs, like CPUs before, have a significantly longer useful life than many claim. | 10m 56s | ||||||
| 11/8/25 | ![]() Sam Altman Resets the Economics of AI Factories | Breaking Analysis with Dave Vellante and theCUBE Research | 47m 44s | ||||||
| 10/27/25 | ![]() AI Factories - Data Centers of the Future | Breaking Analysis with Dave Vellante | 48m 38s | ||||||
| 10/18/25 | ![]() Salesforce’s Next Era - The Agentic Enterprise | Breaking Analysis with Dave Vellante and George Gilbert | 33m 31s | ||||||
| 10/4/25 | ![]() Service-as-Software: The New Control Plane for Business | Breaking Analysis with Dave Vellante | 46m 59s | ||||||
| 9/20/25 | ![]() Intel - NVIDIA: The Baton Pass to the CUDA Era | Breaking Analysis with Dave Vellante | 33m 29s | ||||||
Showing 25 of 314
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Chart Positions
1 placement across 1 market.
Chart Positions
1 placement across 1 market.
