Breaking Analysis with Dave Vellante

• Broadcom Momentum Brings Renewed Investor Enthusiasm

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  30:37
• Nadella vs. Benioff: The Real Story Behind AI’s Agentic Future

  00:00 - Navigating the AI Frontier: Insights into Breaking Analysis, Linguistic Conflicts, and Software Evolution05:06 - From Web 2.0 to Enterprise 3.015:12 - Harmonized Source of Truth22:41 - Microsoft's Agentic Ambitions31:23 - Salesforce's Hyperscaler Journey35:14 - The Road Ahead for Enterprise Platforms38:52 - Industry Evolution: Overcoming Challenges and Future Outlook

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  42:05
• 266 | Breaking Analysis | Why Intel Must Stay Independent Spin Out Foundry & Rebuild an Iconic Brand

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  24:09
• Investors Cool on Cloud as CEOs Double Down

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  15:47
• theCUBE Research Predictions 2025

  In this special breaking analysis, we're pleased to introduce a new predictions episode featuring some of the top analysts at theCUBE Research. With us today are six of our industry analysts:Bob Laliberte, who covers networking, Scott Hebner on the AI front, Savannah Peterson who will be talking about the impact of consumer tech, Jackie McGuire our newest cybersecurity analyst, Christophe Bertrand who will be discussing his predictions on cyber resiliency, and Paul Nashawaty who leads our App/Dev practice. Thank you all for being here. We really appreciate the collaboration and we are very excited for our inaugural team predictions.

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  46:09

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