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Breaking Analysis with Dave Vellante

Audio only segments of theCUBE"s "Breaking Analysis" hosted by Dave Vellante (@dvellante), Powered by ETR.

technology entrepreneurship

All Episodes

25:14

The AI control gap - who gets to say 'it's safe?'

Breaking Analysis with Dave Vellante ·

2026/10/09

In this week’s episode, we explore the AI control gap and the starting point for addressing AI safety, namely alignment. We question prevailing narratives and propose a public policy regime that has more teeth than what has been put forth thus far.

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32:39

CoreWeave’s next test: From GPU scarcity to a durable...

Breaking Analysis with Dave Vellante ·

2026/09/25

Ahead of CoreWeave’s Fully Connected conference, we have made a notable investment in proprietary customer research with Qualitate. Rather than simply repeat the earnings call, we went to the people evaluating, buying and running the infrastructure. This analysis draws on thirteen in-depth interviews and more than seven hours of interview time. We then compared that evidence with CoreWeave’s financial disclosures and the public statements of CEO Michael Intrator and CFO Nitin Agrawal. Our res...

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52:25

Salesforce After Dreamforce - How $CRM can grow...

Breaking Analysis with Dave Vellante ·

2026/09/19

Salesforce’s next growth opportunity may come from customers spending less time in its interface—and having agents do more of the work. Coming out of Dreamforce 2026, we believe that is the shift worth exploring. The progression from command lines to graphical interfaces, browsers and mobile is entering another phase: an agent can generate an interface around the task, inside Claude, Slack or another client. The customer no longer has to start with the application’s screen. The starting point...

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46:26

Beyond Shared Responsibility: When AI Acts, Who Owns...

Breaking Analysis with Dave Vellante ·

2026/09/04

The cloud shared responsibility model was initially not well understood by many customers. In fact, early adopters often believed that simply having data in the cloud meant that Amazon, or a SaaS vendor were responsible for safeguarding it. Amazon had to educate its customers and partners that security and compliance duties were split between the vendor and the client organization. In short, the vendor was responsible for securing the cloud resources but you, the buyer, were responsible for s...

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34:53

CrowdStrike’s Post-Mythos Surge: Moat, Momentum and...

Breaking Analysis with Dave Vellante ·

2026/08/28

Breaking Analysis with Dave Vellante

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43:02

From Tokenmaxxing to Sovereign Alpha: Who Controls...

Breaking Analysis with Dave Vellante ·

2026/08/21

Breaking Analysis with Dave Vellante and Amit Eyal Govrin

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33:27

Did Jensen just make the AI buildout too big to fail?

Breaking Analysis with Dave Vellante ·

2026/08/14

Breaking Analysis with Dave Vellante.

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29:39

Forecasting the AI Bubble

Breaking Analysis with Dave Vellante ·

2026/08/10

We get a lot of questions about whether we're in a bubble & if so when will it burst. Many feel that "Bubble" is a pejorative. I see it differently. To me a bubble is an economic event where asset prices & valuations in a new or growing market rise far above their current value. Bubbles are characterized by media hype, investor exuberance, fast/easy money & FOMO. Bubbles do not always burst in a sudden, catastrophic event. Sometimes they have a "soft landing." AI can be tech...

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28:23

AMD's Next Reinvention — A New Playbook for the AI Era

Breaking Analysis with Dave Vellante ·

2026/07/18

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 CPU franchise, taking meaningful share from Intel, and restoring credibility through disciplined execution. But in our view, AMD's next chapter is fundamentally different.

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70:17

Forget AGI…The Prize is Enterprise AGI

Breaking Analysis with Dave Vellante ·

2026/06/27

Breaking Analysis with Dave Vellante and George Gilbert

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57:40

Snowflake, Databricks and the Model Makers: The...

Breaking Analysis with Dave Vellante ·

2026/06/06

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 owns the new intelligent client and the AI back end that makes it useful. The new client is the agent-based system of engagement - Snowflake’s CoWork & CoCo, Databricks Genie, Microsoft Copilot, Google Gemini Enterprise, ChatGPT/Codex, Claude/Cowork a...

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55:48

Personal Agents Light the Fuse In the Age of Data...

Breaking Analysis with Dave Vellante ·

2026/06/01

Breaking Analysis with Dave Vellante and George Gilbert

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60:58

How AI Stacks are Rewriting the Rules of Business

Breaking Analysis with Dave Vellante ·

2026/05/23

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64:41

Nvidia, AI factories and the transition to...

Breaking Analysis with Dave Vellante ·

2026/05/09

Breaking Analysis with Dave Vellante

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45:16

Google’s Agent Platform Takes Pole Position but Work...

Breaking Analysis with Dave Vellante ·

2026/04/25

Breaking Analysis with Dave Vellante and George Gilbert

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29:22

As AI Powers Google, What’s Next for Google Cloud

Breaking Analysis with Dave Vellante ·

2026/04/18

The agentic era is forcing a reset in enterprise architecture. Agents taking action go far beyond just analyzing data living in lakehouses. Agents acting on behalf of humans, continuously, at machine scale bring new architectural requirements to the enterprise. The so-called “modern data stack” as most organizations know it, has become a sort of “new legacy.” No longer can organizations rely on stitched-together systems, fragmented governance, batch pipelines, and historical security boundari...

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23:48

The Agentic Gap: Vendors Sprint, Enterprises Crawl

Breaking Analysis with Dave Vellante ·

2026/03/28

Geopolitical dislocations are ripping through the stock market and are filtering down to IT budgets in the form of increased uncertainty. It seems that every quarter of budget optimism is followed with some external event that causes organizations to tighten their belts. Specifically, we’ve seen the increased momentum in January CIO sentiment on spending, pull back as war, oil prices, the threat of inflation and even the prospect of Fed tightening now loom larger. While big tech players conti...

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42:47

RSAC 2026 preview: AI hype meets operating model reality

Breaking Analysis with Dave Vellante ·

2026/03/21

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 faster than control. Organizations are still struggling to consolidate the sprawl of tools in their security stacks, and at the same time apply zero trust principles. To avoid AI becoming yet another layer, organizations must tie AI to clear outcomes and inte...

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34:55

AI factories move out- Why the edge becomes...

Breaking Analysis with Dave Vellante ·

2026/03/07

Dave Vellante is joined by John Furrier from theCUBE's set at MWC 26 Barcelona in Barcelona, Spain for this weeks Breaking Analysis

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41:02

Nadella’s sacrifice: Why agents threaten Office & how...

Breaking Analysis with Dave Vellante ·

2026/02/28

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