Breaking Analysis with Dave Vellante cover art

Breaking Analysis with Dave Vellante

Breaking Analysis with Dave Vellante

Written by: SiliconANGLE
Listen for free

About this listen

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

© 2025 Breaking Analysis with Dave Vellante Economics Leadership Management & Leadership Politics & Government
Episodes
  • Why NVIDIA Maintains its Moat and Gemini Won’t Kill OpenAI

    Why NVIDIA Maintains its Moat and Gemini Won’t Kill OpenAI
    Dec 20 2025

    In this Breaking Analysis, David Floyer and I set forth our thinking around what we believe is a misplaced narrative in the market. We’ll explain what we think the market is missing and why NVIDIA’s forthcoming product lineup will reset the narrative. We’ll also look at the economics of search, LLMs and chatbots and share why OpenAI, while facing many challenges, is in a stronger position than many believe; and why Google, while clearly a leader in AI, remains challenged to preserve what many believe is the greatest business in the history of the technology business.
    Show More Show Less
    49 mins
  • Grading our 2025 Enterprise Technology Predictions

    Grading our 2025 Enterprise Technology Predictions
    Dec 13 2025

    Breaking Analysis with Dave Vellante
    Show More Show Less
    18 mins
  • Worker Bee AGI - Why AWS Is Betting on Practical Agents, Not Messiah AGI

    Worker Bee AGI - Why AWS Is Betting on Practical Agents, Not Messiah AGI
    Dec 6 2025
    1 hr and 6 mins
No reviews yet