Cloudera
includes Cloudera Data Platform
5 statements across 1 episodes · 2 bullish · 1 bearish · 2 people on the record · first statement Nov 5, 2025 by Charles Sansbury · said 11 times in 1 episodes since 2025 · across every show →
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brought up most by Alex Kantrowitz (6), Charles Sansbury (5)
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Everything said about Cloudera, oldest first
Nov 5, 2025 neutral
Nov 5, 2025 negative
Sansbury: Moving All Data to Cloud Sacrifices Proprietary Enterprise Context
“What our perspective has been, the answer can't be you take all that data and move it to the cloud so it can run very neatly on these cloud-based models, because then you lose kind of control over that enterprise context that you built over years, the transact…”
Nov 5, 2025 bullish
Sansbury says an AI agent replaced a 1,000-person banking fraud team.
“And it's allowed them to basically take a team of a thousand and repurpose the majority of those people to other functions within the bank. So that's a savings of tens of millions of dollars and a more efficient process and better for the customer who gets his…”
Nov 5, 2025 neutral
Nov 5, 2025 bullish
Sansbury: AI gains will outpace losses via tiny group of massive winners
“Certainly, there's a lot of money that's going to be lost in these investments. But I think what's going to happen is actually different, in that I think there's going to be, you know, a lot of companies that turn out not to be successful, but a very small num…”