Listen to Breaking Analysis with Dave Vellante podcast

How Jamie Dimon Becomes Sam Altman's Biggest Competitor	Breaking Analysis with Dave Vellante	65:54
Stablecoins Gain Legitimacy as Crypto Finds Clarity in the Regulatory Fog	Breaking Analysis with Dave Vellante	38:01
Tech Spending Remains Persistently Uncertain	Breaking Analysis with Dave Vellante	18:16
Breaking Analysis \| Inside Intel’s Bid to Rewire its Destiny	Breaking Analysis with Dave Vellante	44:31
Ali Ghodsi’s Data Intelligence Playbook: Turning Data into Agentic Advantage	Breaking Analysis with Dave Vellante	55:11
Beyond Walled Gardens: How Snowflake Navigates New Competitive Dynamics	Breaking Analysis with Dave Vellante	68:59
Snowflake & Databricks Cross the Rubicon into a New Competitive Domain	Breaking Analysis with Dave Vellante	57:59
Despite AI Momentum, Tech Spending Faces Continued Uncertainty	Breaking Analysis with Dave Vellante	38:13
How Dell Is Riding the AI Wave While Serving Its Massive Installed Base	Breaking Analysis with Dave Vellante	30:13
Salesforce Agentforce & Data Cloud: A Path to the Software-Only Hyperscaler	Breaking Analysis with Dave Vellante	50:16
Power‑Hungry Clouds: Inside Tech’s Most Expensive Quarter	Breaking Analysis with Dave Vellante	41:58
RSAC Highlights Security Markets in Transition	Breaking Analysis with Dave Vellante	34:59
The Long Road to Agentic AI – Hype vs. Enterprise Reality	Breaking Analysis with Dave Vellante	25:34
Google’s Cloud Play — Integrated AI Across Infrastructure to Apps	Breaking Analysis with Dave Vellante	29:19
Mapping Jensen's World - Forecasting AI in Cloud, Enterprise, & Robotics	Breaking Analysis with Dave Vellante	50:32
Security Do-Over…How Palo Alto Networks Sees the Reset	Breaking Analysis with Dave Vellante	47:11
The New Age of Analyst Relations in Tech	Breaking Analysis with Dave Vellante	41:33
Broadcom Momentum Brings Renewed Investor Enthusiasm	Breaking Analysis with Dave Vellante	30:37
Nadella vs. Benioff: The Real Story Behind AI’s Agentic Future	Breaking Analysis with Dave Vellante	42:05
266 \| Breaking Analysis \| Why Intel Must Stay Independent Spin Out Foundry & Rebuild an Iconic Brand	Breaking Analysis with Dave Vellante	24:09
Investors Cool on Cloud as CEOs Double Down	Breaking Analysis with Dave Vellante	15:47
theCUBE Research Predictions 2025	Breaking Analysis with Dave Vellante	46:09
Enterprise Technology Predictions 2025	Breaking Analysis with Dave Vellante	43:44
Data Renaissance, Agents, LAMs, SAMs & AI Threats	Breaking Analysis with Dave Vellante	75:47
How NVIDIA is Creating a $1.4 Trillion Market in Ten Years	Breaking Analysis with Dave Vellante	60:23
The Yellow Brick Road to Agentic AI	Breaking Analysis with Dave Vellante	43:48
Breaking Analysis: A Bold Plan to Spin Out and Revive Intel’s Foundry Business	Breaking Analysis with Dave Vellante	17:37
re:Invent 2024: Builder Ethos Embraces Simplicity	Breaking Analysis with Dave Vellante	39:37
Grading our 2024 Enterprise Technology Predictions	Breaking Analysis with Dave Vellante	20:53
Cloud Expansion Poised to Power Innovation	Breaking Analysis with Dave Vellante	12:35
Why Jamie Dimon is Sam Altman's Biggest Competitor	Breaking Analysis with Dave Vellante	37:22
GenAI Adoption Sets the Table for AI ROI	Breaking Analysis with Dave Vellante	17:35
What Microsoft's Financial Disclosures Reveal About Azure's Market Position	Breaking Analysis with Dave Vellante	14:12
How IBM and Palo Alto Networks Team to Combat Cyber Threats	Breaking Analysis with Dave Vellante	46:58
From LLMs to SLMs to SAMs, How Agents are Redefining AI	Breaking Analysis with Dave Vellante	37:03
It's Larry's World, we Just Live in it	Breaking Analysis with Dave Vellante	42:23
Is the Modern Data Stack Out Over its Skis?	Breaking Analysis with Dave Vellante	30:30
245 \| Breaking Analysis \| How Digital Twin Platforms will Revolutionize Business Operations	Breaking Analysis with Dave Vellante	23:47
How Agentic Platforms Will Redefine Enterprise Applications	Breaking Analysis with Dave Vellante	36:45
Assessing Broadcom VMware Eight Months On	Breaking Analysis with Dave Vellante	38:02

How Jamie Dimon Becomes Sam Altman's Biggest Competitor

Breaking Analysis with Dave Vellante

65:54

Stablecoins Gain Legitimacy as Crypto Finds Clarity in the Regulatory Fog

Breaking Analysis with Dave Vellante

38:01

Tech Spending Remains Persistently Uncertain

Breaking Analysis with Dave Vellante

18:16

Breaking Analysis | Inside Intel’s Bid to Rewire its Destiny

Breaking Analysis with Dave Vellante

44:31