Cloud Week: AWS CEO Adam Selipsky, New Salesforce Co-CEO, Marvell and Snowflake Surprise
Adam Selipsky of AWS, Frank Slootman of Snowflake, Matt Murphy of Marvell Technology
It wasn't the most comfortable thing, flying to Las Vegas on Sunday for AWS's re:Invent conference, doing interviews Monday, and taking a red eye back to anchor TechCheck on CNBC Tuesday. But I was amped for Cloud Week, and was determined to fit it all in.
A few things about the week that keep replaying in my head:
Enterprise infrastructure technology is still changing at a rapid clip, now at the level of custom chips, DevOps tools, industry-focused creative ideas, and focused partnerships.
We're moving into yet another generation of CEO leaders, including Adam Selipsky at AWS and Bret Taylor at Salesforce, who bring new combinations of skills to the top.
Cloud technologies are moving into spaces where skeptics thought they wouldn't. Nasdaq this week announced an aggressive move to the cloud for its matching engine, a system that needs extremely low latency.
Some exclusive interviews with some of the most impactful leaders in enterprise tech, below:
AWS CEO Adam Selipsky on Staying Focused at Scale: CNBC Working Lunch
After his first AWS re:Invent since returning to Amazon, get to know AWS CEO Adam Selipsky in a Working Lunch on CNBC's Power Lunch:
Watch my full conversation with Selipsky on the AWS announcements here:
Marvell CEO Matt Murphy on the Strategy in Cloud and 5G
I've been talking to Marvell CEO Matt Murphy a lot more lately, because the company has clearly positioned itself as an important player in the infrastructure of the cloud. This week Marvell turned in financial performance that shocked a lot of investors, who didn't anticipate how high the demand is for the company's chips as high-bandwidth connectivity grows in a cloud and 5G world:
Snowflake CEO Frank Slootman on Blowout Growth
Snowflake CEO Frank Slootman joined me on CNBC's TechCheck for Cloud Week, the day after the company turned in a quarterly report with strong sales growth and cost discipline. He also previewed his upcoming book, Amp It Up:
Bret Taylor Named Co-CEO of Salesforce; Looking Back At His First Business
This week Bret Taylor got promoted to co-CEO at Salesforce, a pioneering company in the software-as-a-service arena of the cloud. Taylor himself has an impressive backstory in Silicon Valley, making a name for himself during the emergence of Web 2.0 and social media. Here he is in a part of our Fortt Knox 1:1 this fall, talking about the first business he started:
And here's the full conversation:
Is Square or Twitter the Better Bet? On the Other Hand
Jack Dorsey’s leaving Twitter, and Square’s changing its name to Block. Which is the better bet from here? I argued both sides in the latest On the Other Hand, on CNBC's Squawk Box:
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