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Breaking Analysis with Dave Vellante

SiliconANGLE
Generative AI
Nvidia
Cybersecurity
Microsoft
Broadcom
Firefly
Tech Spending
AWS
Snowflake
Artificial Intelligence
Salesforce
Zscaler
Openai
Crowdstrike
Adobe
AI Monetization
Databricks
Snowflake Summit
RSA 2024
AI Innovation

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

PublishesWeeklyEpisodes292Founded6 years ago
Number of ListenersCategories
BusinessEntrepreneurshipTechnology

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Artwork for Breaking Analysis

Latest Episodes

Breaking Analysis with Dave Vellante and George Gilbert

Breaking Analysis with Dave Vellante

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Breaking Analysis with Dave Vellante

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Breaking Analysis with Dave Vellante

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Recent Guests

George Gilbert
Expert on technology and business models
Episode: Service-as-Software: The New Control Plane for Business
Paul Nishwadi
Expert focusing on application development and service models
Episode: Service-as-Software: The New Control Plane for Business
Savannah Peterson
Expert on consulting and edge technologies
Episode: Service-as-Software: The New Control Plane for Business
Tom Lee
Managing partner and the head of research at Fundstrat Global Advisors
Fundstrat Global Advisors
Episode: Stablecoins Gain Legitimacy as Crypto Finds Clarity in the Regulatory Fog
Erin Zare
Former Analyst Relations leader at Dell, with extensive experience in AR and communications
Dell
Episode: The New Age of Analyst Relations in Tech
George Fraser
CEO of FiveTran, a foundational software company in the data space
FiveTran
Episode: Is the Modern Data Stack Out Over its Skis?
Jay Shadri
CEO of Zscaler
Zscaler
Episode: RSA 2024 goes beyond AI-powered security to securing AI itself
Elad Schulman
CEO of Lasso Security
Lasso Security
Episode: RSA 2024 goes beyond AI-powered security to securing AI itself
Kunal Agarwal
CEO of Dope Security
Dope Security
Episode: RSA 2024 goes beyond AI-powered security to securing AI itself

Host

Dave Vellante
Host of Breaking Analysis and a leading voice in enterprise technology discussions, drawing on his extensive experience in the industry.

Reviews

5.0 out of 5 stars from 17 ratings
  • Intel

    Great episodes on Intel cost analysis and Snowflake’s opportunity and vulnerability. On Intel’s spending spree,I wonder it’s not really a matter of business, or rather a matter of survival for US chip industry in case of war. It’s no coincidence how much TSMS share price fell after the war started and still not recovered like other tech companies did.

    Apple Podcasts
    5
    violinissimo
    Australia4 years ago
  • Best Enterprise tech analysis on top news

    Amazing !! This podcast delivers exceptional value can’t believe he doesn’t charge for this.

    Apple Podcasts
    5
    jf781
    United States5 years ago

Listeners Say

Key themes from listener reviews, highlighting what works and what could be improved about the show.

Listeners appreciate the analytical depth provided, particularly regarding significant industry shifts and company dynamics.
The podcast is recognized for delivering high-quality content that brings valuable insights into enterprise technology.

Top Technology Podcasts

Hard Fork
Hard ForkThe New York Times
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Threat Vector by Palo Alto NetworksPalo Alto Networks and N2K Networks
Acquired
AcquiredBen Gilbert and David Rosenthal
Dwarkesh Podcast
Dwarkesh PodcastDwarkesh Patel
The Digital Executive
The Digital ExecutiveCoruzant Technologies

Talking Points

Recent interactions between the hosts and their guests.

The New Age of Analyst Relations in Tech
Q: How do you think that AR pros should measure the impact of their function?
It varies, but measurement could include metrics like brand awareness and revenue generated from relationships, in addition to audience engagement.
The New Age of Analyst Relations in Tech
Q: What lessons have you learned and guiding principles that you think are going to define this next era of analyst relations?
Maintain a rich sense of curiosity about the analyst community and evolve alongside changing customer needs, leveraging insights effectively.
The New Age of Analyst Relations in Tech
Q: What do you recommend in terms of strategies to stay informed, align messaging, and avoid the trap of vulnerability in the market?
Avoid superficial engagements; focus on depth and building lasting relationships that contribute to understanding and brand strategy.
The New Age of Analyst Relations in Tech
Q: How do you see balancing that schism?
It's about managing relationships and understanding the needs and trust built in Analyst Relations, while adapting to the evolving landscape.
theCUBE Research Predictions 2025
Q: What did you learn from the Cyber Resiliency Summit?
Organizations lack preparedness for massive exposures in cybersecurity and the interconnected risks we're facing.

Audience Metrics

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Frequently Asked Questions About Breaking Analysis

What is Breaking Analysis about and what kind of topics does it cover?

This podcast features in-depth discussions on pivotal topics in the technology and business sectors, with a particular focus on enterprise tech trends and issues. Key themes include insights on major companies like Intel, NVIDIA, and CrowdStrike, as well as explorations of significant recent market movements, technological innovations, and the economics surrounding artificial intelligence. The hosts emphasize the importance of understanding complex relationships within the tech landscape, including topics like cloud computing, cybersecurity, and AI factory economies. The analytics-driven approach of the discussions offers listeners a data-backed perspective on current events and strategic dynamics in the business world, making it highly rel... more

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These podcasts share a similar audience with Breaking Analysis:

1. The Cloudcast
2. BG2Pod with Brad Gerstner and Bill Gurley
3. a16z Podcast
4. Tech Disruptors
5. No Priors: Artificial Intelligence | Technology | Startups

How many episodes of Breaking Analysis are there?

Breaking Analysis launched 6 years ago and published 292 episodes to date. You can find more information about this podcast including rankings, audience demographics and engagement in our podcast database.

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What guests have appeared on Breaking Analysis?

Recent guests on Breaking Analysis include:

1. George Gilbert
2. Paul Nishwadi
3. Savannah Peterson
4. Tom Lee
5. Erin Zare
6. George Fraser
7. Jay Shadri
8. Elad Schulman

To view more recent guests and their details, simply upgrade your Rephonic account. You'll also get access to a typical guest profile to help you decide if the show is worth pitching.

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