86. CFOs as AI Leaders, Intel Foundry Spin, Databricks Valuation, AI Bubble or Not?

In this episode of CubePod, the hosts explore how the role of CFOs is changing amid the rise of AI-driven business transformation. They focus on a recent event centered around CFOs and AI, illustrating how these financial leaders, with their deep knowledge of organizational structures and financial strategies, are ideally suited to steer this shift. The discussion also touches on the challenges and opportunities facing AI companies, particularly in terms of integrating AI agents with current enterprise systems and the impacts this has on both established companies and startups. Lastly, they delve into the state of the IPO market, the future of venture capital, and how energy constraints could influence the growth of the AI industry.