
Audio only segments of theCUBE's 'Breaking Analysis' hosted by Dave Vellante (@dvellante), Powered by ETR.
| Publishes | Twice monthly | Episodes | 316 | Founded | 7 years ago |
|---|---|---|---|---|---|
| Number of Listeners | Categories | EntrepreneurshipTechnologyBusiness | |||

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
Breaking Analysis with Dave Vellante and George Gilbert
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
Breaking Analysis with Dave Vellante and George Gilbert
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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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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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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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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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