John Furrier

@furrier

Cofounder Co-CEO SiliconANGLE theCUBE; Leading #Enterprise Analyst, events, media, cloud, reporting, digital TV; #SiliconValley #EnterpriseTech

Palo Alto, California

SiliconAngle.com

Joined March 2007

Replies Articles Media

John Furrier
@furrier
Aug 10
If you're in a service industry and are not taking advantage of the leverage of AI you're toast. This is the key to services business going forward.
Sarbjeet Johal
@sarbjeetjohal
Aug 10
Consensus multiples for IT services are now about a third of what they were in the beginning of 2025 - @a16z. My POV: every pivot has a dip... reskilling and redeploying will take a while. Besides, many enterprises (certainly parts of all enterprises) are in wait-and-watch
John Furrier
@furrier
Aug 7
A great historical run through many waves
Jeff Dean
@JeffDean
Aug 5
Tomorrow will be my last day at Google after 27 years, and watching it grow from 25 people to 190,000+ has been an amazing journey. Below is a note I shared with many people internally at Google today. An excerpt is: It has been an absolute pleasure to work with you and to help
John Furrier
@furrier
Jul 25
the @IBM earnings reinforced something I think Wall Street is still underestimating: IBM is becoming an operating system for enterprise AI. The initial earnings reaction focused on the familiar metrics—revenue growth, infrastructure, margins and quarterly expectations. But
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John Furrier
@furrier
Jul 17
Nice scoop Anissa. Meta scored a very strong senior AWS exec in Dave Brown. Poaching an S-team member is huge get. I've been following Dave for many years as he rose up through the ranks at AWS. He's a key part of EC2 team from the beginning and very similar talent to Matt
Anissa Gardizy
@anissagardizy8
Jul 17
SCOOP: Meta has poached Dave Brown, one of the most senior executives at Amazon Web Services, to join its data center and compute team. More for @WSJ: wsj.com/tech/meta-plan…
John Furrier
@furrier
Jul 6
Article
The Token Economy - State of AI
Gigawatt factories in the Texas scrub. Thirty trillion tokens a day. A $30 billion storage company, a search engine built for machines, and a continent trying to buy its independence one GPU at a...