Breaking Analysis with Dave Vellante

320 afleveringen

CrowdStrike’s Post-Mythos Surge: Moat, Momentum and the Blast-Radius Test
28-08-2026 | 34 Min.
Breaking Analysis with Dave Vellante
From Tokenmaxxing to Sovereign Alpha: Who Controls Your AI Economics?
21-08-2026 | 43 Min.
Breaking Analysis with Dave Vellante and Amit Eyal Govrin
Did Jensen just make the AI buildout too big to fail?
14-08-2026 | 33 Min.
Breaking Analysis with Dave Vellante.
Forecasting the AI Bubble
10-08-2026 | 29 Min.
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.
AMD's Next Reinvention — A New Playbook for the AI Era
18-07-2026 | 28 Min.
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.