Enterprise Agentic AI | Simon Chan and Sarbjeet Johal at NYSE Wired

Simon Chan of Firsthand VC and Sarbjeet Johal join Dave Vellante at the New York Stock Exchange for a Mixture of Experts discussion.

The conversation explores enterprise AI adoption, governance, agent orchestration, and investment opportunities. It also examines autonomy patterns and the operational gaps that emerge as agents connect across business systems.

Video published on YouTube on May 8, 2025. Watch the original video on YouTube.

The Competition for AI Developers | Windsurf and Coding Assistants

In this April 2025 commentary, Sarbjeet Johal considers reported acquisition talks involving OpenAI and Windsurf and the competition for developers.

The video places those reports alongside developer tools from Microsoft, Google, and AWS, emphasizing the strategic importance of developers to cloud and AI platforms. It reflects the discussion at the time of publication.

Video published on YouTube on April 16, 2025. Watch the original video on YouTube.

Alibaba Earnings: Shares are up 60% Since Jan 1st

Alibaba Group shares are up 60% since Jan 1st, less than 2 months ago. Today Alibaba reported earnings. Two main units Cloud and eCommerce did great. Cloud unit earnings were up 13 yoy.

Main reasons for the stock to rise 60% in short period are surfacing/visibility of Jack Ma and better business execution. Stock was under intense pressure because of their leader, Jack Ma, being haggled by Chinese authorities for quite a while.

theCube at Closing Bell at NYSE

Great seeing John Furrier at NYSE closing bell! SiliconANGLE & theCUBE was amongst all other media brands like X, CNBC, TIME, Reddit, Inc. and others. NYSE Wired community had a media day presentation before the closing bell ceremony under the leadership of Brian J. Baumann!