Breaking Analysis with Dave Vellante
SiliconANGLEAudio only segments of theCUBE's 'Breaking Analysis' hosted by Dave Vellante (@dvellante), Powered by ETR.
| Publishes | Twice monthly | Episodes | 306 | Founded | 6 years ago |
|---|---|---|---|---|---|
| Number of Listeners | Categories | BusinessTechnologyEntrepreneurship | |||
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Dave Vellante is joined by John Furrier from theCUBE's set at MWC 26 Barcelona
in Barcelona, Spain for this weeks Breaking Analysis
Hello and welcome to this Breaking Analysis where top analysts of theCUBE Research team including myself, Paul Nashawaty, Bob Laliberte, Sam Weston, Scott Hebner and Christophe Bertrand share our predictions for 2026 and beyond.
In this Breaking Analysis we squint through the statements made by company managements on this week's earnings calls, including what we see as some assumptions that conflict with our scenario for how the AI buildout will evolve. In particular, while ... more
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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.
Apple Podcasts5violinissimo
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 Podcasts5jf781
United States5 years ago
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Frequently Asked Questions About Breaking Analysis
What is Breaking Analysis about and what kind of topics does it cover?
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
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Which podcasts are similar to Breaking Analysis?
These podcasts share a similar audience with Breaking Analysis:
1. The a16z Show
2. theCUBE Podcast
3. The AI Daily Brief: Artificial Intelligence News and Analysis
4. All-In with Chamath, Jason, Sacks & Friedberg
5. Exchanges
How many episodes of Breaking Analysis are there?
Breaking Analysis launched 6 years ago and published 306 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 Nishwati
3. Paul Nishwadi
4. Savannah Peterson
5. Tom Lee
6. Erin Zare
7. George Fraser
8. Jay Shadri
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