Lew Cirne is the founder and CEO of New Relic, a company that has made its name helping website makers and app developers keep track of how their software is performing. Now it's making a move into helping businesspeople understand their customers. We talk to Lew about big data, enterprise software, and whether Silicon Valley is in a bubble.

Plus: iOS 8, the Alibaba IPO (and what it means for Yahoo), and the latest version of the Oculus virtual-reality headset.