Audio only segments of theCUBE's 'Breaking Analysis' hosted by Dave Vellante (@dvellante), Powered by ETR.
Publishes | Weekly | Episodes | 292 | Founded | 6 years ago |
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Number of Listeners | Categories | BusinessEntrepreneurshipTechnology |
Breaking Analysis with Dave Vellante and George Gilbert
Breaking Analysis with Dave Vellante
Breaking Analysis with Dave Vellante
Breaking Analysis with Dave Vellante
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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.
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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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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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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
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