
Audio only segments of theCUBE's 'Breaking Analysis' hosted by Dave Vellante (@dvellante), Powered by ETR.
| Publishes | Twice monthly | Episodes | 310 | Founded | 7 years ago |
|---|---|---|---|---|---|
| Number of Listeners | Categories | EntrepreneurshipTechnologyBusiness | |||

Breaking Analysis with Dave Vellante and George Gilbert
The agentic era is forcing a reset in enterprise architecture. Agents taking action go far beyond just analyzing data living in lakehouses. Agents acting on behalf of humans, continuously, at machine scale bring new architectural requirements to the ... more
Geopolitical dislocations are ripping through the stock market and are filtering down to IT budgets in the form of increased uncertainty. It seems that every quarter of budget optimism is followed with some external event that causes organizations to... more
We know that RSAC 2026 will be an AI-heavy show. While we are going to hear the “AI will change everything” narrative, our premise is that security leaders are being asked to operationalize AI in an environment where complexity is rising faster than ... more
People also subscribe to these shows.




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.
Amazing !! This podcast delivers exceptional value can’t believe he doesn’t charge for this.
Key themes from listener reviews, highlighting what works and what could be improved about the show.
How this podcast ranks in the Apple Podcasts, Spotify and YouTube charts.
Apple Podcasts | #243 |
Recent interactions between the hosts and their guests.
Listeners, social reach, demographics and more for this podcast.
| Listeners per Episode | |
|---|---|
| Gender Skew | |
| Location | |
| Interests | |
| Professions | |
| Age Range | |
| Household Income | |
| Social Media Reach |
Analyses consistently center on enterprise tech strategy, AI economics, and the intersection of cloud, cybersecurity, and data governance. Episodes frequently dissect ROI and productivity from AI deployments, the evolving economics of GPUs and AI factories, and how platform shifts (service-as-software, agentic enterprises) reshape enterprise software and IT budgets. A notable trait is the emphasis on practical outcomes, governance, and measurable impact over speculative hype, with frequent references to industry players like Nvidia, Microsoft, Google, and OpenAI. This mix makes it valuable for listeners who want timely, data-driven perspectives on how AI and cloud trajectories affect large-scale IT decisions and vendor landscapes.
A stando... more
Rephonic provides a wide range of podcast stats for Breaking Analysis. We scanned the web and collated all of the information that we could find in our comprehensive podcast database. See how many people listen to Breaking Analysis and access YouTube viewership numbers, download stats, audience demographics, chart rankings, ratings, reviews and more.
Rephonic provides a full set of podcast information for three million podcasts, including the number of listeners. View further listenership figures for Breaking Analysis, including podcast download numbers and subscriber numbers, so you can make better decisions about which podcasts to sponsor or be a guest on. You will need to upgrade your account to access this premium data.
Rephonic provides comprehensive predictive audience data for Breaking Analysis, including gender skew, age, country, political leaning, income, professions, education level, and interests. You can access these listener demographics by upgrading your account.
To see how many followers or subscribers Breaking Analysis has on Spotify and other platforms such as Castbox and Podcast Addict, simply upgrade your account. You'll also find viewership figures for their YouTube channel if they have one.
These podcasts share a similar audience with Breaking Analysis:
1. The Reasoning Show
2. The MAD Podcast with Matt Turck
3. AI + a16z
4. No Priors: Artificial Intelligence | Technology | Startups
5. theCUBE Podcast
Breaking Analysis launched 7 years ago and published 310 episodes to date. You can find more information about this podcast including rankings, audience demographics and engagement in our podcast database.
Our systems regularly scour the web to find email addresses and social media links for this podcast. We scanned the web and collated all of the contact information that we could find in our podcast database. But in the unlikely event that you can't find what you're looking for, our concierge service lets you request our research team to source better contacts for you.
Rephonic pulls ratings and reviews for Breaking Analysis from multiple sources, including Spotify, Apple Podcasts, Castbox, and Podcast Addict.
View all the reviews in one place instead of visiting each platform individually and use this information to decide if a show is worth pitching or not.
Rephonic provides full transcripts for episodes of Breaking Analysis. Search within each transcript for your keywords, whether they be topics, brands or people, and figure out if it's worth pitching as a guest or sponsor. You can even set-up alerts to get notified when your keywords are mentioned.
Recent guests on Breaking Analysis include:
1. John Oltzik
2. Paul Nishwati
3. George Gilbert
4. Paul Nishwadi
5. Savannah Peterson
6. Tom Lee
7. Erin Zare
8. George Fraser
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.