Forgot Password

Almost there!

We just sent you a verification email. Please verify your account to gain access to . If you don’t think you received an email check your spam folder.

Didn't get an email? Click here
Sign in to Cube365 Events Platform.

In order to sign in, enter the email address you used to registered for the event. Once completed, you will receive an email with a verification link. Open this link to automatically sign into the site.

Register For Cube365 Events Platform

Please fill out the information below. You will recieve an email with a verification link confirming your registration. Click the link to automatically sign into the site.

* Indicates a required field
Already Registered? Get a verification code

You’re almost there!

Didn't get an email? Click here
Profile
person_add
CONFERENCE PASS
  • General
Delete my registration
Delete my CUBE365 account
I want my badge and interests to be visible to all attendees.
Checking this box will display your presense on the attendees list, view your profile and allow other attendees to contact you via 1-1 chat. Read the Privacy Policy. At any time, you can choose to disable this preference.
Select your Interests!
add
Upload your photo
 Uploading..
OR
Connect via Twitter
Connect via Linkedin
EDIT PASSWORD

Cancel

Incorrect password


You are already logged into TheCUBE Network as

theCUBE.net
home Programs chevron_right AGNT Podcast
  • Sign In

Share

Share clip

The clip will play by default when shared. The entire video and transcript is also accessible via the link.
Or share link
https://staging.thecube.net/events/share/undefined content_copy
Manage Access
Are you sure you want to remove access rights for this user?
Details
Manage Access
email address
Community Invitation
  • More from AGNT Podcast

Share clip

The clip will play by default when shared. The entire video and transcript is also accessible via the link.
Or share link
https://staging.thecube.net/events/share/undefined content_copy
25:14
26:59
23:56
26:34
20:15
27:56
23:25
29:11
26:34
24:14
25:48
  • Info
AGNT Podcast Ep. 8 with Gemma Allen & Raphaëlle d'Ornano
May 8, 2026
Raphaelle d'Ornano
Founder & CEO Decoding Discontinuity
Gemma Allen
Host, theCUBE + NYSE Wired theCUBE
HOST
AGNT Podcast Ep. 8 with Gemma Allen & Raphaëlle d'Ornano 00:00 - Intro 00:01 - Exploring the Tech Landscape: Insights and Market Dynamics 02:22 - The Inference Economy Explained 04:48 - Hyperscalers' Business Models 07:55 - Challenges in AI Pricing Models 10:55 - AI Infrastructure and Compute Needs 14:24 - Hyperscalers and Economic Value 16:38 - Strategic Tech Giants: Google's Moats & Microsoft's Case Study 19:15 - AWS and Amazon's Strategy 21:53 - Title: Strategic Insights and Reflections on Tech Giants
close
Watch video in context
bolt Powered by CUBE AI