Breaking Analysis with Dave Vellante

267 Episodes

1. IBM turns the corner with Watson, why 2.0 is a breakthrough opportunity

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

    Published: 7/29/2023
17. AI gives cyber attackers the advantage for now

    Published: 7/21/2023
18. AI won’t be a winner takes all market

    Published: 7/15/2023
19. Connecting the dots on the emerging Databricks tech stack

    Published: 7/8/2023
20. Connecting the Dots on Snowflake's Data Cloud Ambitions

    Published: 7/1/2023