Breaking Analysis with Dave Vellante
Audio only segments of theCUBE's 'Breaking Analysis' hosted by Dave Vellante (@dvellante), Powered by ETR.
Latest episodes
Jul 27, 2024 • 34min
Why Databricks v. Snowflake is not a Zero Sum Game
Jul 20, 2024 • 22min
239 | Breaking Analysis | CrowdStrike Incident Sounds an Alarm for Critical Infrastructure
Jul 13, 2024 • 12min
Harnessing AI as IT Spending Gradually Improves
Jun 29, 2024 • 30min
Gen AI is Passe', Enter the Age of Agentic AI
Jun 22, 2024 • 37min
Decoding the Chess Moves of Snowflake and Databricks
Exploring the shift in control over data estates and the importance of governance catalogs; Evolution of data products and governance in tech industry; Forecasting and planning agents in business operations; Evolution of semantic layer and vendor strategies in technology
Jun 15, 2024 • 30min
On-Prem is on Fire but Cloud Continues to Win the Day
Analyzing AI Server Trends in On-Premises and Cloud Markets with a focus on financial performance of technology companies compared to major cloud hyperscalers. Exploring the impact of Data Localization and AI in traditional data centers, discussing challenges and benefits.
Jun 13, 2024 • 35min
Six Takeaways from Snowflake Summit 2024
New Snowflake CEO Sridhar Ramaswamy leads the discussion on the company's shift to an AI data cloud and application platform. The podcast delves into the evolution of data platforms into application platforms, compares Snowflake vs. Databricks strategies, explores market positions of data ecosystem players, analyzes the shift from compute to data infrastructure, and previews the Databricks Data Plus AI Summit.
Jun 10, 2024 • 36min
A Sneak Peek at Snowflake Summit - Reframing the Future of Data Platforms
The podcast delves into Snowflake's response to evolving data platforms and AI integration. It discusses challenges in maintaining core values while adapting to market shifts. The upcoming Snowflake Summit, competition in the data platform industry, and the importance of trust and cost savings are also highlighted.
May 18, 2024 • 28min
Power Play in Hybrid AI - IBM and Dell on Display
May 11, 2024 • 28min
RSA 2024 goes beyond AI-powered security to securing AI itself
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