Get Ahead with AI Innovations at VAST’s Exclusive Event

Hey everyone, it's Alan Shimel for Techstrong. I'm really happy to have this next person on with me. Again, for those of you who don't know him, you know, he's my business partner.

He's one of the leading analysts in the world. He's always on, uh, all the different financial stations, but most of all, I'm really happy to call him my friend. Let me introduce you, Daniel Newman.

Hey, Daniel. How are you man, Alan, always good to join you. Excellent.

It's good to have you on. I appreciate you getting on here early in the morning with me. Daniel, I wanted to talk today about this big event.

VAST Data, VAST Data is doing, uh, I think October one. I know VAST Data is a company you've been following for a number of years. It's a tremendous success story.

I don't know if our audience is familiar with it though. Give us, give us the Daniel Newman behind the scenes. Look, what, what's the story on VAST Data?

It's been a, it's Been a rocket ship. Alan, you know, we have been following you for the past several years. Uh, we've been providing, uh, you know, analysis, consulting, research.

Uh, we've worked with the company. We've, we've also covered it across the industry. Very disruptive team, you know, led by CEO, Renen Hallak, uh, renin and I have had numerous conversations, and really they're out to solve, you know, a challenge that the industry that it had created with tiered storage, you know, in the first, uh, and, you know, more recent eras of compute, I'd say prior to the GPU era, um, you know, tiered storage made sense.

It was a way that you'd sort of, uh, you know, have your file systems and your block systems, and you have access to all your storage. Um, but as we move into this era of ai, the way data becomes exposed and available, uh, to your systems, the way we need to have data, always warm, always hot, always in the system, is something that needs to be innovat upon. So we're sort of seeing companies, um, like VAST and VAST has been a, an absolute rocket ship.

I mean, you're talking about a company that's seen its valuation skyrocket towards $10 billion, a very profitable company, very well run, uh, as a, as a really solid leadership foundation. Um, they've been able to win really big customers, and, and it's been really impressive to watch how they've, you know, whether it's their data store, database, data space, or their data engine, the company's been able to really build something that's unique and special. And so it's coming together now and, you know, as they turn the corner towards the next 10 billion or whatever exactly that will be in, in market cap, it's gonna be about being really seen and sought after as the solution to help companies scale to solve their biggest AI problems.

AI is taking the main stage at this event, right? Clearly they've moved into the GPU era and clearly, you know, the, a lot of the, uh, a lot of the content at this event has an AI flavor to it. I know you've had a chance to look, you know, at the agenda, and you've already interviewed and met and spoken with most of the speakers here, I would imagine for our audience, key us in what, what should we be looking for here?

What, what do, what are highlights you think we should watch? Yeah, I mean, we've, you've got top companies, but look, the company broke the big news just the other day. None other than the one and only Nvidia founder, CEO Jensen Huang will be, you know, keynoting and sitting down with, uh, you know, Renen Hallak.

I am really excited about this conversation. Two pioneers. You know, I don't know the, uh, Genesis story if Renen found, uh, VAST data in a Denny's like Jensen did, but I do know for sure that these companies are aligned and that when Jensen shows up, it means something.

Right now, you know, this is the arguably most, uh, exciting company on the planet in Nvidia. And when they're sort of putting their full weight and power behind, uh, another company, especially a company that's, that's, it's on the rise, you know, this isn't, you know, a mega cap company and there's two of them on stage. This is a fast rising, exciting growth company.

So I'm really excited about that. I mean, obviously the lineup is deep. It's got some of the biggest companies in the world, and you can share that.

I'm gonna try to point the right way this time in the notes, but I'm, I'm always excited about that. And, you know, I'm excited to hear about what he has to say because this really is a new era. And of course, you know, Jensen has worked with all the companies that sort of have been traditionally doing storage systems and data systems, but he's leaning into this too because he understands, just like we had a fundamental shift in compute, in order to get to the AI era, we're gonna have a fundamental shift in data and storage and how we manage data in order to get maximum returns, maximum results in, in, in the best outputs from all the data that we have as enterprises.

So I'm really excited about that. I've had many opportunities to, to sit down with Jensen and Renen, and I think the two of them are gonna absolutely deliver a banger thoughtful conversation from the stage. You know, and hopefully those tuning in we're voting in are going to, uh, really enjoy that.

Absolutely. But, you know, this event is more than a one trick pony, right? We, we've got HSBC, we've got the Chan Zuckerberg Initiative folks from there talking about it.

I'm really excited about, and, and as you mentioned, some of the leading companies in the world, you know, we're bringing together this data and, and AI story, which is, I mean, look, it's, it's powering the world, right? And it's going to power the world going forward. Hey Daniel, again, there'll be a QR code here on our screen for people to see, but for people who wanna follow along Futurum's, uh, coverage of companies like VAST Data and the next VAST Data and the companies above that, where's the best place for them to go watch or, or stay abreast?

Well, of course, I mean, uh, of course on Techstrong TV. Okay, yeah, we like that. Thank, Yeah, we do have the Six Five, uh, that is always deep analysis and our partnerships.

com, we have all of our analysis and research. And for those that want to get deeper, you know, they can certainly subscribe to our market intelligence. We do everything from sizing, how many AI chips are being sold in the market to exactly how much enterprise software's gonna be consumed.

So, like I said, we come here on the show. Alan, you and I talk, we talk business, we talk shop, we have great conversations about the market, media and the news. But for those that wanna get deep, that wanna know what CIOs are thinking and what IT DM's are buying and how much, uh, Silicon is going into data centers all over the world, we've got that too.

So hopefully come to Futurum Group and get it all. I love it. All right, Daniel, thank you so much.

Hey, if you've watched this, if you have any questions, go look up VAST Data Cosmos and they'll take you right to the page. Do register for it. It's gonna be a great can't miss event, Daniel.

Thanks. We'll speak to you soon. Continue.

Keep doing what you're doing, man. Love you. I'm doing it Alan Shimel for Techstrong.

We're out.