Breaking Analysis with Dave Vellante
Audio only segments of theCUBE's 'Breaking Analysis' hosted by Dave Vellante (@dvellante), Powered by ETR.
Podcasting since 2019 • 316 episodes
Breaking Analysis with Dave Vellante
Latest Episodes
AMD's Next Reinvention — A New Playbook for the AI Era
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 CP...
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Season 1
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Episode 320
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28:23
Forget AGI…The Prize is Enterprise AGI
Breaking Analysis with Dave Vellante and George Gilbert
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Season 1
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Episode 318
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1:10:17
Snowflake, Databricks and the Model Makers: The Battle for the Agentic Client and AI Backend
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 ow...
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Season 1
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Episode 317
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57:40