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Breaking Analysis with Dave Vellante

Hosted by SiliconANGLE · technology · EN-US

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About this Podcast:

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

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Required Pod Score for this podcast. PitchCentric checks your profile against host openness, topical fit, and audience signals before you generate a pitch.

Contact path

Verified email

Booking probability

37%

Guest openness

Selective

Verified email on file
80/100
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Questions about Breaking Analysis with Dave Vellante

Who hosts Breaking Analysis with Dave Vellante?

Breaking Analysis with Dave Vellante is hosted by SiliconANGLE. The show has published 326 episodes to date.

What has Breaking Analysis with Dave Vellante covered recently?

Recent episodes include "Can enterprise AI pay for the boom?" (30 October 2026, 55 minutes), "Micron’s memory boom Is cyclicality ending" (22 October 2026, 30 minutes), and "ServiceNow AI Control Tower: Selling a Penthouse While Building the Frame" (16 October 2026, 35 minutes).

How often does Breaking Analysis with Dave Vellante publish?

Breaking Analysis with Dave Vellante publishes roughly weekly, with episodes averaging 44 minutes across 326 episodes.

How hard is it to get booked on Breaking Analysis with Dave Vellante?

Booking probability for Breaking Analysis with Dave Vellante is 37%, and the host is rated Selective on guests. Breaking Analysis with Dave Vellante requires a Pod Score of 80 or higher. Breaking Analysis with Dave Vellante's contact route on record: verified email.

Who should pitch Breaking Analysis with Dave Vellante?

The strongest fits for Breaking Analysis with Dave Vellante are IT Services & Software Development and Photography, Polling & Other Services. Breaking Analysis with Dave Vellante has a technology audience.

About the host

SiliconANGLE hosts Breaking Analysis with Dave Vellante, a technology podcast with 326 episodes published.

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Recent episodes

Our AI reads these to draft pitches. Use them as grounding for a pitch that cites a real guest and a specific topic.

  • Episode #332

    Can enterprise AI pay for the boom?

    Oct 30, 202655 minS1

    The AI buildout is making an enormous bet on what businesses will eventually be willing to pay for intelligence. In our research this summer on Forecasting the AI Bubble, we argued that a key indicator to watch is...

  • Episode #311

    Micron’s memory boom Is cyclicality ending

    Oct 22, 202630 minS1

    In Breaking Analysis 322, we shared with you that our forecast of a $1T silicon business arrived 2 years earlier than we had forecast. The reason for our twenty-four month miss was the bottleneck had moved from GPUs to...

  • Episode #330

    ServiceNow AI Control Tower: Selling a Penthouse While Building the Frame

    Oct 16, 202635 minS1

    ServiceNow is making one of the more consequential and visible bets in enterprise AI. The company says AI Control Tower can discover and govern any agent, work across models and clouds, track cost and value, and shut...

  • Episode #328

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

    Sep 25, 202633 minS1

    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...

  • Episode #327

    Salesforce After Dreamforce - How $CRM can grow beyond its own interface

    Sep 19, 202652 minS1

    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...

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  • Episode #326

    Beyond Shared Responsibility: When AI Acts, Who Owns the Blast Radius?

    Sep 4, 202646 minS1

    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...

  • Episode #325

    CrowdStrike’s Post-Mythos Surge: Moat, Momentum and the Blast-Radius Test

    Aug 28, 202635 minS1

    Breaking Analysis with Dave Vellante

  • Episode #324

    From Tokenmaxxing to Sovereign Alpha: Who Controls Your AI Economics?

    Aug 21, 202643 minS1

    Breaking Analysis with Dave Vellante and Amit Eyal Govrin

  • Episode #323

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

    Aug 14, 202633 minS1

    Breaking Analysis with Dave Vellante.

  • Episode #322

    Forecasting the AI Bubble

    Aug 10, 202630 minS1

    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...

  • Episode #320

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

    Jul 18, 202628 minS1

    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...

  • Episode #318

    Forget AGI…The Prize is Enterprise AGI

    Jun 27, 20261h 10mS1

    Breaking Analysis with Dave Vellante and George Gilbert

  • Episode #317

    Snowflake, Databricks and the Model Makers: The Battle for the Agentic Client and AI Backend

    Jun 6, 202658 minS1

    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...

  • Episode #316

    Personal Agents Light the Fuse In the Age of Data Intelligence

    Jun 1, 202656 minS1

    Breaking Analysis with Dave Vellante and George Gilbert

  • Episode #315

    How AI Stacks are Rewriting the Rules of Business

    May 23, 20261h 1mS1
  • Episode #314

    Nvidia, AI factories and the transition to accelerated computing

    May 9, 20261h 5mS1

    Breaking Analysis with Dave Vellante

  • Episode #313

    Google’s Agent Platform Takes Pole Position but Work Remains

    Apr 25, 202645 minS1

    Breaking Analysis with Dave Vellante and George Gilbert

  • Episode #312

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

    Apr 18, 202629 minS1

    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...

  • Episode #311

    The Agentic Gap: Vendors Sprint, Enterprises Crawl

    Mar 28, 202624 minS1

    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...

  • Episode #310

    RSAC 2026 preview: AI hype meets operating model reality

    Mar 21, 202643 minS1

    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...

Recent guests

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