

Breaking Analysis with Dave Vellante
SiliconANGLE
Audio only segments of theCUBE's 'Breaking Analysis' hosted by Dave Vellante (@dvellante), Powered by ETR.
Episodes
Mentioned books

Apr 7, 2025 • 51min
Mapping Jensen's World - Forecasting AI in Cloud, Enterprise, & Robotics

Mar 30, 2025 • 47min
Security Do-Over…How Palo Alto Networks Sees the Reset

Mar 17, 2025 • 42min
The New Age of Analyst Relations in Tech
00:00 - Intro00:06 - Bridging Perspectives: Navigating Collaboration in Analyst Relations03:01 - Engaging with Modern Analysts and Influencers05:13 - Navigating Trust and Innovation in the Tech Landscape09:00 - Exploration of Collaboration and Storytelling12:42 - Bringing Analysts and Journalists Together18:03 - The Role of Analyst Relations in Business Strategy22:29 - Guiding Principles for Effective AR Practices30:46 - Impact of AI on Analyst Relations36:48 - Navigating Success: Insights and Journeys in Analyst Relations

Mar 8, 2025 • 31min
Broadcom Momentum Brings Renewed Investor Enthusiasm

Mar 1, 2025 • 42min
Nadella vs. Benioff: The Real Story Behind AI’s Agentic Future
00:00 - Navigating the AI Frontier: Insights into Breaking Analysis, Linguistic Conflicts, and Software Evolution05:06 - From Web 2.0 to Enterprise 3.015:12 - Harmonized Source of Truth22:41 - Microsoft's Agentic Ambitions31:23 - Salesforce's Hyperscaler Journey35:14 - The Road Ahead for Enterprise Platforms38:52 - Industry Evolution: Overcoming Challenges and Future Outlook

Feb 21, 2025 • 24min
266 | Breaking Analysis | Why Intel Must Stay Independent Spin Out Foundry & Rebuild an Iconic Brand

Feb 8, 2025 • 16min
Investors Cool on Cloud as CEOs Double Down

Feb 3, 2025 • 46min
theCUBE Research Predictions 2025
In this special breaking analysis, we're pleased to introduce a new predictions episode featuring some of the top analysts at theCUBE Research. With us today are six of our industry analysts:Bob Laliberte, who covers networking, Scott Hebner on the AI front, Savannah Peterson who will be talking about the impact of consumer tech, Jackie McGuire our newest cybersecurity analyst, Christophe Bertrand who will be discussing his predictions on cyber resiliency, and Paul Nashawaty who leads our App/Dev practice. Thank you all for being here. We really appreciate the collaboration and we are very excited for our inaugural team predictions.

Jan 27, 2025 • 44min
Enterprise Technology Predictions 2025

Jan 22, 2025 • 1h 16min
Data Renaissance, Agents, LAMs, SAMs & AI Threats
In this special breaking analysis, we're pleased to host our fourth annual data predictions power panel with some of our collaborators in the CUBE Collective and members of the Data Gang. Joining theCUBE Research’s Dave Vellante are five of the top industry analysts focused on data platforms. Sanjeev Mohan of Sanjmo, Tony Baer of dbInsight, recent IDC graduate Carl Olofson, the always engaging Dave Menninger, who is with ISG, and Brad Schimmin with Omdia.Follow theCUBE's live event coverage https://www.thecube.net/Their discussion focuses on the rapid transformation of the technology and data landscape, driven by advancements in AI and accelerated computing. They also analyze market trends, highlighting the increasing dominance of machine learning and AI in enterprise spending priorities. For daily news for CIOs, check out our parent publication at https://siliconangle.com/In addition, they explore emerging technologies such as inference-time data consumption, the evolution of AI-driven enterprise applications and the importance of metadata management. The conversation also turns to the growing security challenges associated with AI implementation and the need for better tools to manage and protect AI systems effectively.Be sure to follow Dave's weekly Breaking Analysis podcast as well, for the deep data dives on enterprise computing trends, from spending patterns to Wall Street implications.https://www.youtube.com/playlist?list=PLenh213llmcZMTRZKjnAwesSCiuLQT21E#theCUBE #BreakingAnalysis #theCUBEResearch #CUBECollective #TechPredictions #DataGang