AGNT | theCUBE | NYSE WIRED

About AGNT | theCUBE | NYSE WIRED

The future with AGNT theCUBE Wired | NYSE

Publisher

SiliconANGLE

Category

business

Language

en

Explicit

No

First episode

9 Feb 2026

Latest episode

11 Sept 2026

Latest episodes

14 episodes in the feed.

1. 

   11 Sept 2026

   14: AGNT | The Rise of AI-Native Workflows

   Raphaëlle Dornano, Gemma Allen, and John Furrier use this episode to unpack the shift from reasoning models to agentic systems that can actually act inside enterprises. Raphäelle d'Ornano joins to break down why the real race is no longer just model quality, but execution, context, governance, and who controls the infrastructure beneath AI. They also dig into OpenAI, Anthropic, hyperscalers, open weights, and why the second half of the year may be defined by hybrid enterprise architectures, agent economics, and the rise of AI-native workflows. Key topics Why “agentic” matters more than raw model intelligence Anthropic’s business model and why it is not just “AWS for AI” The real moat is the execution loop Token economics are improving, but compute remains the choke point Enterprise sovereignty is becoming data sovereignty, not national sovereignty Hybrid computing is becoming the default architecture Why context beats generic agents **The human role shifts https://siliconangle.com/ https://www.youtube.com/user/siliconangle?themeRefresh=1 https://www.linkedin.com/company/siliconangle

2. 

   11 Sept 2026

   13: AGNT | AI Startups Race to the Top

   Gemma Allen and Raphael Dornano dig into how AI is reshaping enterprise software, from seat-based pricing to the new battle over user intent and the system of record. The conversation focuses on which incumbents can adapt, which AI-native startups may win, and why the next wave of value may come from owning the interface where work gets initiated. They also pressure-test the market narratives around Anthropic, OpenAI, Oracle, Salesforce, Workday, Slack, and other enterprise players as the agentic era accelerates. Key topics In this episode: why the “SaaSpocalypse” is really about software being forced to evolve around abundant intelligence Raphael explains that the real moat is shifting from raw model quality to the system of record plus the front end where intent gets captured The hosts discuss Slack, Microsoft Copilot, Workday, and Salesforce as examples of companies trying to become the interface for work They break down why seat-based pricing looks increasingly misaligned when agents can complete work once done by humans Salesforce and Slack come up as a test case for whether enterprise software can rebase revenue around consumption instead of seats Oracle is discussed as a company with strong infrastructure and database roots, but one that lacks clear proximity to user intent The conversation separates companies with real architectural change from those simply adding AI ARR without changing the underlying product Anthropic’s enterprise strategy is framed as a serious attempt to become the orchestrator of work, with IPO expectations raising the stakes OpenAI is described as both a powerful enterprise player and a market stress point because of uncertainty around its economics The hosts examine vertical AI startups and why specialized workflow players may have an edge if they are born AI-native and move fast enough https://siliconangle.com/ https://www.linkedin.com/company/siliconangle https://www.youtube.com/user/siliconangle?themeRefresh=1

3. 

   17 Jul 2026

   12:AGNT | Unpacking AI as a Strategic Asset: SpaceX, Enterprise Applications, and the Future of Agentic AI

   In this episode, Gemma Allen and Raphael Dornano analyze how emerging AI models and strategic positioning are reshaping industry leaders like SpaceX, the enterprise application TAM, and the broader AI ecosystem. Their insights cut through hype to reveal what truly drives value and competitive advantage in the fast-evolving agentic era. Key insights: The current market valuation of SpaceX and its implications for enterprise AI, emphasizing the distinction between infrastructure and application value. The significance of enterprise application TAM, especially the $22.7 trillion figure, and the need for transparency behind such valuations. How companies like Cursor and Anthropic are following a "coding wedge" strategy to disrupt enterprise AI, with a focus on developer engagement and trust-building. The competitive dynamics between SpaceX, Anthropic, and other AI players, especially Elon Musk’s approach to trust, pricing, and technical edge. The importance of open source and edge computing in the evolution of agentic AI, and how sovereignty concerns shape enterprise buying decisions. The emerging debate around ownership of agentic memory and the hardware components—like memory and networking—that underpin genetic AI’s infrastructure. The shifting landscape of software versus semiconductors investments amid macroeconomic changes and industry-specific cycles. https://siliconangle.com/ https://www.linkedin.com/company/siliconangle/ https://www.linkedin.com/company/siliconangle/

4. 

   30 Jun 2026

   11: AGNT | The Evolving AI Race: SpaceX, IPOs, and Market Signaling

   This episode dives into the latest trajectories of AI companies, the implications of SpaceX's recent movements, and what it means for enterprise strategies and market valuations. Raphael Dornano and Gemma Allen unpack how technological innovation, geopolitical factors, and market hype shape the future of AI investments. Key Topics: The multi-faceted valuation of SpaceX and Elon Musk’s ventures, including space, Tesla, and XAI. The impact of SpaceX's trajectory on IPO valuations and enterprise AI build-out. The ‘Red Queen’s race’ of AI innovation — racing without clear endgames. The differentiation strategies for AI firms like Entropic, OpenAI, and Anthropic. The role of open-source Chinese models like GLM 5.2 in enterprise adoption. The emergence of orchestration and agentic architectures in AI. Geopolitical considerations and regulation around models like Fable and others. The shift from monolithic AI titans toward fragmented, specialized market segments. Implications of financial markets’ “boring stocks” and resilient companies in an AI-powered future. https://www.linkedin.com/company/siliconangle/ https://siliconangle.com/ https://www.youtube.com/user/siliconangle

5. 

   15 Jun 2026

   10: AGNT | SpaceX IPO Is Unprecedented

   In this episode, Gemma Allen and Raphael Dornano analyze the groundbreaking SpaceX IPO and explore the broader implications for AI, enterprise tech, and market psychology amid rapid technological acceleration. Key Topics: The unprecedented scale and scope of SpaceX's IPO and its multiple business segments, including space, AI, and data centers in orbit. The valuation challenges and questions about profit pathways in highly aspirational, long-term tech bets. The role of Elon Musk's persona in influencing investor confidence and its potential risks. Dissecting the AI landscape: frontiers of intelligence, self-training models, compute bottlenecks, and enterprise readiness. Market volatility driven by the hype cycle around AI IPOs, and strategic hedging amid uncertain valuations. The importance of grounding AI's promise in operational context and tangible paths to profitability.

6. 

   15 Jun 2026

   9: AGNT | How Anthropic's Surprising Profitability Could Reshape AI Valuations

   In this episode, Gemma Allen and Raphael Dornano analyze the explosive growth and strategic positioning of Anthropic in the AI industry, alongside the evolving enterprise AI landscape. They break down market valuations, technological architectures, and the shifting paradigms that could redefine enterprise software and investment trends. Key topics: The staggering revenue growth and valuation milestones of Anthropic, with a focus on their profitability and strategic positioning The competitive landscape in enterprise AI, focusing on Anthropic, OpenAI, Google, and others, framed through the 'onion ring' model of intelligence, hardness, and application layers How orchestration and system architecture are becoming the new moat in enterprise AI, overshadowing traditional model capabilities The implications of AI-driven enterprise transformations on SaaS valuations and enterprise IT budgets The importance of ecosystem stickiness and full-stack integration for winning the "last mile" in enterprise AI deployment Market valuation dynamics: Are current multiples justified by the potential for owning the complete AI enterprise stack?

7. 

   29 May 2026

   8: Anthropic's Race to the Top

   The conversation delves into the rise of Anthropic. Raphael Dornano and Gemma Allen talk architectural strategy, the last mile and enterprise adoption, Anthropic's valuation and market impact, and the future of enterprise software. It explores the impact of AI on enterprise tech and the paradigm shift in the industry. Takeaways Anthropic's success and impact extend beyond its financial growth The future of enterprise software is undergoing a paradigm shift due to the rise of AI and intelligent systems. https://siliconangle.com/ (https://siliconangle.com/) https://www.linkedin.com/company/siliconangle/ (https://www.linkedin.com/company/siliconangle/) https://www.youtube.com/user/siliconangle (https://www.youtube.com/user/siliconangle)

8. 

   9 May 2026

   7: Hyperscalers and Enterprise Tech

   The conversation delves into the rise of hyperscalers and their impact on enterprise tech, focusing on AI infrastructure spending, layers of value, pricing and consumption models, differentiation of hyperscalers, the future of compute, capturing economic value, the impact on advertising, and the role of Google and Amazon in the agentic era. Takeaways Hyperscalers' AI infrastructure spending The impact of agentic AI on enterprise tech New episodes every Friday! https://siliconangle.com/ (https://siliconangle.com/) https://www.youtube.com/user/siliconangle (https://www.youtube.com/user/siliconangle) https://www.linkedin.com/company/siliconangle/ (https://www.linkedin.com/company/siliconangle/)

9. 

   4 Apr 2026

   6: What is the Next Wave of AI Innovation and Market Impact?

   In this episode, Gemma Allen and Raphael Dornano explore the latest breakthroughs in AI technology, the implications of major leaks like Entropic's code, and what these developments mean for enterprise, markets, and investor perceptions. Our discussion clarifies complex innovations like orchestration graphs and multi-agent systems, and provides strategic insights for navigating this rapidly evolving landscape. Key Topics: The significance of Entropic's leaked 512,000 lines of code and the unveiling of its orchestration graph The importance of context management in scalable AI systems and the concept of smart knowledge retrieval The emergence of background agent systems and their enterprise applications How market reactions to AI tech leaks and breakthroughs influence valuations and IPO strategies The in-depth analysis of memory bottlenecks, new compression techniques, and infrastructure constraints OpenAI's evolving monetization and product strategy amid sky-high valuations and market tensions The debate over retail versus institutional investment in AI startups and the democratization of access to generational tech companies https://www.youtube.com/user/siliconangle (https://www.youtube.com/user/siliconangle) https://www.linkedin.com/company/siliconangle/ (https://www.linkedin.com/company/siliconangle/) https://siliconangle.com/ (https://siliconangle.com/)

10. 

    1 Apr 2026

    5: The Future of AI and Enterprise Tech: Nvidia’s Strategic Play and Next-Gen Opportunities

    In this episode, we explore the latest disruptive advancements in AI with insights on Nvidia’s recent GTC conference, their strategic moves into agentic AI, and what this means for enterprise companies navigating the rapid waves of technological change. Raphael Dornano shares sharp analysis on how hardware, software, and governance are converging to reshape the industry landscape. In this episode: The implications of Nvidia’s chip strategy versus vertical integration risks How AI’s speed of development is outpacing traditional enterprise adaptation The changing business models from licensing to value-based pricing in AI tools The importance of context, proximity to users, and unique enterprise assets in AI success Strategies for CEOs to clarify their AI messaging amidst market turbulence The impact of AI on job roles, enterprise value, and competitive moats. https://siliconangle.com/ (https://siliconangle.com/) https://www.youtube.com/user/siliconangle (https://www.youtube.com/user/siliconangle) https://www.linkedin.com/company/siliconangle/ (https://www.linkedin.com/company/siliconangle/)

11. 

    28 Feb 2026

    4: The Future of Figma

    The conversation delves into the impact of intelligent systems on enterprise tech, focusing on Figma's IPO journey, the role of agentic UI, and the inference economy's influence on companies like Salesforce and Nvidia. It also explores the significance of dev tools, coding as an entry point into the enterprise, and the impact of Anthropic on the market. Takeaways Figma's journey from IPO to partnership with Entropic The impact of agentic UI and the inference economy on companies like Salesforce and Nvidia

12. 

    20 Feb 2026

    3: Palantir's Role in the Agentic Era

    Gemma Allen and Raphaelle D'Ornano delve into the impact of AI and the agentic era on enterprise tech, focusing on Palantir's valuation and role in this new era. It explores the controversial views on Palantir's place and the moat surrounding the company, as well as its commercial impact and defensibility. Additionally, it discusses the race between Anthropic and OpenAI, differences in AI labs' business models, and the risks and future of AI labs. Takeaways AI and agentic era are reshaping enterprise tech Palantir's valuation and role in the agentic era https://siliconangle.com/ (https://siliconangle.com/) https://www.youtube.com/@siliconangle/videos (https://www.youtube.com/@siliconangle/videos) https://www.linkedin.com/company/siliconangle (https://www.linkedin.com/company/siliconangle) New episodes every day!

13. 

    12 Feb 2026

    2: The Impact of Agentic AI

    Gemma Allen and Raphaelle D'Ornano delve into the rise of Moltbook, the emergence of agentic AI, its impact on the inference economy, and the challenges and opportunities it presents for enterprise software companies. It also explores the market volatility and its impact on AI companies, as well as the changing landscape of software companies in the enterprise. The discussion highlights the nuances of the AI build-out, the orchestration thesis, and the impact of LLMs and the Muskverse on the market. Takeaways Agentic AI landscape is real Enterprise software companies need to reinvent their moat and redefine their mission Volatility in the market is impacting companies, especially those in the AI space https://www.linkedin.com/company/siliconangle/ (https://www.linkedin.com/company/siliconangle/) https://siliconangle.com/ (https://siliconangle.com/) https://www.youtube.com/user/siliconangle (https://www.youtube.com/user/siliconangle) New episodes every day!

14. 

    9 Feb 2026

    1: Why Agentic AI is a Paradigm Shift

    Gemma Allen and Raphaelle D'Ornano delve into the introduction of the Agentic AI Paradigm and its impact on enterprise tech transformation. It explores the intersection of intelligent systems, market dynamics, and the evolving landscape of enterprise technology. Takeaways Agentic AI Paradigm Enterprise Tech Transformation https://siliconangle.com/ (https://siliconangle.com/) youtube.com/user/siliconangle?themeRefresh=1 (http://youtube.com/user/siliconangle?themeRefresh=1) https://www.linkedin.com/company/siliconangle (https://www.linkedin.com/company/siliconangle) New episodes every day!

Reach and audience

Public platform figures. Ratings count people who left a rating, not total listeners.

Apple Podcasts (US)

5.0 / 5

1 ratings

Spotify

5.0 / 5

4 ratings

Contact AGNT | theCUBE | NYSE WIRED

Guest appearances

Books guests

Based on episode analysis; this does not confirm that the show is currently accepting guests.