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Breaking Analysis with Dave Vellante

SiliconANGLE
Nvidia
Cybersecurity
Artificial Intelligence
Generative AI
Cloud Computing
Microsoft
Snowflake
AWS
Broadcom
Databricks
Enterprise Technology
Crowdstrike
Intel
Salesforce
Google Cloud Platform
Data Governance
Openai
Machine Learning
Data Center
AI ROI

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

PublishesTwice monthlyEpisodes316Founded7 years ago
Number of ListenersCategories
EntrepreneurshipTechnologyBusiness

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Latest Episodes

AMD's first reinvention rebuilt the company. It was frankly about survival. Its next reinvention must redefine it.

The company's resurgence over the past decade came from doing what many thought was impossible: rebuilding its CPU franchise, taking m... more

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Breaking Analysis with Dave Vellante and George Gilbert

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Agentic AI is being misread as a series of separate battles - e.g. Snowflake vs. Databricks, copilots vs. agents, model makers vs. app vendors, etc. We think the real story is that the biggest opportunity in software is converging around who owns the... more

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Breaking Analysis with Dave Vellante and George Gilbert

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Recent Guests

George Gilbert
Architect of the Breaking Analysis framework
Independent researcher / Framework Architect
Episode: Google’s Agent Platform Takes Pole Position but Work Remains
John Oltzik
Security executive and RSAC preview contributor
Episode: RSAC 2026 preview: AI hype meets operating model reality
John Furrier
Co-founder of TheCUBE, industry innovator
TheCUBE / SiliconANGLE
Episode: AI factories move out- Why the edge becomes hyperconverged
Paul Nishwati
Insightful contributor on developer trends and enterprise monetization
theCUBE
Episode: Salesforce’s Next Era - The Agentic Enterprise
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?

Host

Dave Vellante
Host of Breaking Analysis; multiple affiliations across TheCUBE, SiliconANGLE, and related media partnerships.

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 States6 years ago

Listeners Say

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

Insightful breakdowns on AI ROI and enterprise adoption are a hallmark.
listeners value the practical vantage on cloud and AI economics.
Audience appreciates thoughtful critique of vendor narratives and market hype.

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Talking Points

Recent interactions between the hosts and their guests.

Google’s Agent Platform Takes Pole Position but Work Remains
Q: What is the big news and TPU 8T/8i and how does it relate to Google's strategy?
The hosts describe TPU 8T/8i as a centerpiece of Google's hardware strategy signaling sustained emphasis on accelerators for AI workloads, while framing it within Google's integrated stack approach that supports their agent platform and system of intelligence.
RSAC 2026 preview: AI hype meets operating model reality
Q: What role will platformization vs consolidation play for large enterprises?
Platformization offers integrated capabilities across security domains from a single vendor, which can drive efficiency and scalability for large organizations, but may require careful integration and customization to handle diverse environments; consolidation is still pursued for simplicity and control, especially in enterprise-scale deployments.
RSAC 2026 preview: AI hype meets operating model reality
Q: How do you see the balance between automation and human oversight in AI SOC today?
Automation should augment rather than replace human judgment; the human in the loop remains essential for governance, provenance, and risk management, while startups and big vendors are advancing toward higher automation where processes are bottlenecked by data and workflow inefficiencies.
RSAC 2026 preview: AI hype meets operating model reality
Q: What are the AI security categories that should get real budget in 2026, and what is noise vs signal?
The discussion emphasizes governance, data quality, and a strategic focus on areas where AI can meaningfully reduce time to detect and respond, while avoiding bolt-on solutions. Priorities include identity governance, threat detection, and responsible AI deployment across DevSecOps, with caution around hype and a need for clear use cases.
theCUBE Research 2026 Predictions: The year of enterprise ROI
Q: What is the one criterion that we're going to use to determine whether or not your prediction came true?
Releasing code faster will happen because of this prediction, with a target increase in the percentage of organizations able to release code frequently.

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?

The show offers in-depth analysis and forward-looking discussions at the intersection of enterprise technology, AI, and cloud strategy. Recent episodes emphasize how data silos, governance, and scalable architectures shape decision-making, with recurring focus on how AI-driven platforms, token economies, and a system-of-intelligence approach are redefining how enterprises operate. Notable themes include the rise of AI factories, the shift from data pipelines to end-to-end action-led platforms, and the evolving role of platform vendors in driving ROI and security. The format tends to feature seasoned industry observers and practitioners who connect real-world enterprise deployments with architectural models, making it valuable for listeners ... more

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These podcasts share a similar audience with Breaking Analysis:

1. The a16z Show
2. The Twenty Minute VC (20VC): Venture Capital | Startup Funding | The Pitch
3. The Circuit
4. No Priors: Artificial Intelligence | Technology | Startups
5. Dwarkesh Podcast

How many episodes of Breaking Analysis are there?

Breaking Analysis launched 7 years ago and published 316 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. John Oltzik
3. John Furrier
4. Paul Nishwati
5. Paul Nishwadi
6. Savannah Peterson
7. Tom Lee
8. Erin Zare

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