Breaking Analysis with Dave Vellante
Audio only segments of theCUBE's 'Breaking Analysis' hosted by Dave Vellante (@dvellante), Powered by ETR.
Podcasting since 2019 • 307 episodes
Breaking Analysis with Dave Vellante
Latest Episodes
RSAC 2026 preview: AI hype meets operating model reality
We know that RSAC 2026 will be an AI-heavy show. While we are going to hear the “AI will change everything” narrative, our premise is that security leaders are being asked to operationalize AI in an environment where complexity is rising fas...
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Season 1
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Episode 310
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42:47
AI factories move out- Why the edge becomes hyperconverged
Dave Vellante is joined by John Furrier from theCUBE's set at MWC 26 Barcelonain Barcelona, Spain for this weeks Breaking Analysis
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Season 1
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Episode 309
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34:55
Nadella’s sacrifice: Why agents threaten Office & how Microsoft responds
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Season 1
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Episode 308
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41:02
theCUBE Research 2026 Predictions: The year of enterprise ROI
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...
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Season 1
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Episode 306
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1:09:32
Cloud earnings bring clarity, concern and confusion
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 particula...
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Season 1
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Episode 305
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29:55