Breaking Analysis with Dave Vellante

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

  1. 3d ago

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

    Breaking Analysis with Dave Vellante.

  2. Aug 10

    Forecasting the AI Bubble

    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 technologically transformative and still produce a capital bubble. Those two ideas are not in conflict. The bubble bursting does not require AI to fail. It only requires deployable supply and capital commitments to grow faster than monetizable demand. When productive, revenue-producing AI capacity takes longer to materialize, pricing will normalize and financing will no longer bridge the gap. That’s when the capital cycle possibly resets and a liquidity crunch ensues.

  3. Jul 18

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

  4. Jun 27

    Forget AGI…The Prize is Enterprise AGI

    Breaking Analysis with Dave Vellante and George Gilbert

  5. Jun 6

    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 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 and others. But that client cannot deliver business outcomes without a new back end - what we call a System of Intelligence - that represents a model of the enterprise in terms of its business rules and tacit knowledge. You can’t build one without the other. We frame this premise using Clay Christensen’s integrated innovation and Jensen’s extreme co-design as applied to enterprise software. That is why Snowflake is the focal point for this Breaking Analysis, but not the whole story. Snowflake is not just competing with Databricks anymore. It is now in the same strategic arena as Microsoft, Google, OpenAI, Anthropic, Salesforce, SAP, ServiceNow, Celonis and others - all trying to define where business users, builders and agents get work done, and where the enterprise context that powers that work gets built.

  6. Jun 1

    Personal Agents Light the Fuse In the Age of Data Intelligence

    Breaking Analysis with Dave Vellante and George Gilbert

  7. May 23

    How AI Stacks are Rewriting the Rules of Business

    Breaking Analysis with Dave Vellante

  8. May 9

    Nvidia, AI factories and the transition to accelerated computing

    Breaking Analysis with Dave Vellante

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

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