Breaking Analysis with Dave Vellante

231 Episodes

1. Moving beyond separation of compute & storage…Journey to the 6th data platform

   Published: 12/9/2023
2. re:Invent ‘23 Underscores a New Simplicity Mandate for AWS

   Published: 12/1/2023
3. The OpenAI meltdown…Winners & losers in the battle for AI supremacy

   Published: 11/21/2023
4. The copilot era takes flight at Microsoft Ignite 2023

   Published: 11/18/2023
5. IBM turns the corner with Watson, why 2.0 is a breakthrough opportunity

   Published: 11/11/2023
6. The Gen AI power law How data diversity influences adoption

   Published: 11/4/2023
7. AI revenue riddle - Azure sees gains, when will other cloud titans see the surge?

   Published: 10/28/2023
8. From hype to reality, the true state of AI adoption

   Published: 10/21/2023
9. Get Ready for the Sixth Data Platform

   Published: 10/14/2023
10. Lower for longer…Tech spending remains tepid

    Published: 10/7/2023
11. Cisco Splunk under the microscope, joint customers weigh in

    Published: 9/30/2023
12. Bob Muglia on Uber for everyone…how the future of data apps will evolve

    Published: 9/23/2023
13. Cloud security powers CrowdStrike momentum, Gen AI is next

    Published: 9/16/2023
14. Copilot or competitor - How Gen AI bolsters & buffets UiPath’s Northstar

    Published: 9/9/2023
15. Google goes all in on the AI cloud

    Published: 9/2/2023
16. Snowflake has Momentum with AWS & Microsoft…Why Google may not be Next

    Published: 8/26/2023
17. VMware's Future - Navigating Multi-cloud Complexity & GenAI Under Broadcom's Wing

    Published: 8/19/2023
18. Cloud vs. On-Prem Showdown: The Future Battlefield for Generative AI Dominance

    Published: 8/12/2023
19. Spearing Tech Stocks Beyond the Magnificent Seven

    Published: 8/5/2023
20. What Leaked Court Docs Tell us About AWS, Azure & Google Cloud Market Shares

    Published: 7/29/2023