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In this week’s Breaking Analysis, Dave Vellante teams up with George Gilbert to unpack the latest wave of innovation from Databricks’ Data + AI Summit. They zero in on Ali Ghodsi’s vision for artificial general Intelligence and how Databricks’ evolving data stack might shape enterprise AGI for years to come. Gilbert digs into the core of Databricks’ strategy, outlining a three-layer approach — MLOps, systems of intelligence and systems of agency. He contrasts Databricks’ ambition with Snowflake’s positioning, surfacing a battle not just for market share but for how modern data platforms define enterprise operating models. Together, Vellante and Gilbert highlight how tools such as Genie, Unity Catalog, and Agent Bricks reflect a deeper shift in software design. This isn’t just about analytics, it’s about turning data into autonomous action. For them, the AGI race hinges on semantics, governance and the ability to create intelligent agents from trusted enterprise data. Find more SiliconANGLE news and analysis https://siliconangle.com/ Follow theCUBE's wall-to-wall event coverage https://siliconangle.com/events/ Learn about the latest theCUBE events https://www.thecube.net/ Be sure to follow Dave's weekly Breaking Analysis podcast as well, for the deep data dives on enterprise computing trends, from spending patterns to Wall Street implications. https://www.youtube.com/playlist?list=PLenh213llmcZMTRZKjnAwesSCiuLQT21E 00:00 - Intro 00:06 - Unveiling Insights: An Overview of App Development 03:26 - Platform Engineering and Developer Innovation 05:52 - AI's Role in Developer Productivity 09:56 - Embracing Sustainable Software Practices 15:49 - FinOps and Platform Strategy 19:53 - Embracing Change: Insights and Reflections on Hybrid Operating Models #theCUBE #BreakingAnalysis #theCUBEresearch #AGI #Databricks #Snowflake #AI
YouTube Video UExlbmgyMTNsbG1jWk1UUlpLam5Bd2VzU0NpdUxRVDIxRS5CNEFEOUNDRUMzMjVGMjc2

281| Breaking Analysis| Ali Ghodsi’s Data Intelligence Playbook: Turning Data into Agentic Advantage

6.9K views

What happens when Snowflake decides to rewrite the rules of the data platform game? In this Breaking Analysis, theCUBE’s Dave Vellante and George Gilbert dig into how the company is recalibrating its strategy after Snowflake Summit 2025. With the pressure mounting from rivals, Snowflake is making bold bets on openness, semantics and governance. Gilbert and Vellante break down Snowflake’s shift from closed system to open orchestrator, with Polaris and Openflow emerging as linchpins of its new architecture. They explore how Snowflake aims to simplify AI integration, manage metadata at scale and navigate a field crowded by Databricks, Salesforce and hyperscale cloud providers — all without losing its edge. The conversation goes beyond product news to assess real strategic risks and opportunities. From loosening storage lock-in to strengthening policy frameworks, Vellante and Gilbert outline how Snowflake could evolve into the policy engine for enterprise AI. The stakes are high, and this analysis helps decode what’s really at play. Find more SiliconANGLE news and analysis https://siliconangle.com/ Follow theCUBE's wall-to-wall event coverage https://siliconangle.com/events/ Learn about the latest theCUBE events https://www.thecube.net/ Be sure to follow Dave's weekly Breaking Analysis podcast as well, for the deep data dives on enterprise computing trends, from spending patterns to Wall Street implications. https://www.youtube.com/playlist?list=PLenh213llmcZMTRZKjnAwesSCiuLQT21E 00:00 - Charting the Future: Snowflake's Role in the Evolving Data Platform Landscape 02:28 - Technical Underpinnings and Competitive Landscape 05:09 - Visionary Intelligence: Navigating Future Data with Dynamic Systems 07:45 - The Impact of Digital Twins on Pipeline Management 12:50 - Architectural Moves for True Bidirectional Data Flow 18:01 - Snowflake's Evolution in Governance and Open Tables 21:49 - Snowflake's Reference Architecture: Layers and Competition 31:03 - Semantic Views and External UX Agents 38:42 - Open Data Formats: The Strategic Horizon for Snowflake 46:36 - Data Engineering Workloads: Challenges and Opportunities 53:34 - Connector Maturity and Integration Challenges 1:02:50 - Navigating the Future: Competing in a New Landscape #theCUBE #BreakingAnalysis #theCUBEresearch #ETR #AI #Snowflake #Databricks
YouTube Video UExlbmgyMTNsbG1jWk1UUlpLam5Bd2VzU0NpdUxRVDIxRS45NDIzMEVBNjk5NTFGRDZC

280 | Breaking Analysis | Beyond Walled Gardens: How Snowflake Navigates New Competitive Dynamics

11.1K views

In the latest episode of Breaking Analysis, theCUBE Research’s Dave Vellante is joined by George Gilbert to unpack one of the hottest rivalries in enterprise tech: Snowflake vs. Databricks. Together, they explore how these two data titans are redefining platform intelligence and what it means for the future of data infrastructure. They look at the convergence of cloud hyperscalers, analytic platforms and application ecosystems. With enterprise AI moving from pilot projects to operational mandates, the duo analyzes how Snowflake and Databricks are extending their architectures and forming strategic alliances to become foundational layers for intelligent systems. Also, up for discussion, broader insights on AI feedback loops, data governance and strategic positioning. From Salesforce’s influence to AWS’ evolving role, Vellante and Gilbert connect the dots between technological capability and boardroom-level strategy, giving viewers a clear picture of where the data economy is heading. Read the full article https://siliconangle.com/2025/05/31/snowflake-databricks-cross-rubicon-new-competitive-domain/ Find more SiliconANGLE news and analysis https://siliconangle.com/ Follow theCUBE's wall-to-wall event coverage https://siliconangle.com/events/ Learn about the latest theCUBE events https://www.thecube.net/ Be sure to follow Dave's weekly Breaking Analysis podcast as well, for the deep data dives on enterprise computing trends, from spending patterns to Wall Street implications. https://www.youtube.com/playlist?list=PLenh213llmcZMTRZKjnAwesSCiuLQT21E 00:00 - Navigating the Future of Data: Trends, Transformations, and Strategic Intelligence 02:55 - Advancing Business Intelligence: The Future of Dashboards and Data Platforms 05:31 - Integrating Evolving Platforms within the Modern Data Stack 08:19 - Harmonizing Business Logic with 4D Mapping Techniques 11:01 - Core Business Re-alignment Examples 13:42 - Integrating Intelligent Agents with Platform Strategy for Competitive Advantage 17:09 - Market Dynamics: Key Players and Snowflake's Strategic AI Integration 21:59 - Snowflake's Financial Performance and Strategies 25:09 - Snowflake's New Logo Acquisition Strategies 27:33 - Detailed Look into Snowflake's Platform 37:46 - Databricks’ Separation Strategy and Industry Position 47:13 - AWS Simplifies with Integrated Frameworks 49:38 - Salesforce's System of Intelligence 54:06 - Industry Evolution: Analysis and Reflections #theCUBE #BreakingAnalysis #theCUBEresearch #SnowflakeSummit #Databricks #Snowflake #MarketInsights
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279 | Breaking Analysis | Snowflake & Databricks Cross the Rubicon into a New Competitive Domain

3.8K views

In this episode of Breaking Analysis, theCUBE Research’s Dave Vellante explores how Dell Technologies is balancing rapid AI innovation with the demands of its massive installed base. He explains how Dell is modernizing its infrastructure for AI, leaning into partnerships with Nvidia and others to build full-stack, end-to-end AI factory systems. Vellante also examines Dell’s financial strategy, including strong cash flow returns and stock performance and how its supply chain strength gives it an edge in the enterprise market. As Dell targets the expanding on-prem AI opportunity, it must differentiate beyond hardware and compete with cloud-native ecosystems to stay ahead in the AI-first era. Find more SiliconANGLE news and analysis https://siliconangle.com/ Follow theCUBE's wall-to-wall event coverage https://siliconangle.com/events/ Learn about the latest theCUBE events https://www.thecube.net/ Be sure to follow Dave's weekly Breaking Analysis podcast as well, for the deep data dives on enterprise computing trends, from spending patterns to Wall Street implications. https://www.youtube.com/playlist?list=PLenh213llmcZMTRZKjnAwesSCiuLQT21E 00:00 - Charting Dell's Evolution: From Historical Growth to AI Opportunities 02:00 - Stock Performance and AI Impact 05:19 - Dell's Business Segments 11:17 - Competitive Financial Context 17:35 - AI Influence on Data Centers 21:19 - Future of AI in Enterprise 24:46 - Navigating Dell's Strategic Roadmap: Challenges and Future Directions #theCUBE #BreakingAnalysis #DellTech #theCUBEresearch #Nvidia #AI
YouTube Video UExlbmgyMTNsbG1jWk1UUlpLam5Bd2VzU0NpdUxRVDIxRS40QTY5NjQzQkQzMjgwNjhD

277 | Breaking Analysis | How Dell Is Riding the AI Wave While Serving Its Massive Installed Base

595 views

TheCUBE Research’s Dave Vellante and George Gilbert talk with Salesforce CEO Marc Benioff from theCUBE Studios in Palo Alto, CA and Boston, MA. Summary Points • Agents are driving a "digital labor revolution." Salesforce is targeting 50% productivity increases in its own engineering and services teams this year. • Digital labor market will have a value of $3-12 trillion, far exceeding the current enterprise software market of ~$500 billion. That is the magnitude of the transition to Service as Software from the current Software as Service. We’ll access these services through an Agent Store. • Salesforce is building a tightly integrated three-layer architecture: applications (Sales/Service Cloud, Slack, etc.), unified data repository (Data Cloud) and an "agentic layer,” (Agentforce). • Benioff embraced our idea of them as a "software hyperscaler." They federate bi-directionally with data platforms such as Databricks and Snowflake. But Data Cloud federation makes the data more valuable because it then enriches it into a 4D map of customer-related data for Tableau, the Customer 360 apps, agents, etc. That "data fluidity" enables agents to access information across previously siloed systems, including legacy applications. • Benioff rejects Satya Nadella's assertion that SaaS will disappear and agents will talk directly to database schemas, arguing that proper governance, metadata and other deterministic mediation elements will remain essential. But we’re still waiting for Salesforce’s Klarna moment - a transformational customer showcase. Agent productivity Benioff compares today’s excitement to Salesforce’s early startup days. He says today’s CEOs represent “the last generation of executives leading exclusively human workforces.” He’s pushing this vision internally, aiming for 50% productivity gains in engineering, services and support via “agentic layers,” expecting annual compounding gains. Digital labor Salesforce’s expected $40.9B in annual SaaS revenue sits within a $500B enterprise software market — but the digital labor market could reach $3-12T. Agent-driven digital labor shifts SaaS to SaSo, a foundational transformation. Customer stories such as OpenTable’s show productivity jumps unimaginable just a year or two ago. Services will be shared through an Agent Store, akin to Apple’s App Store. Salesforce integration vs DIY Salesforce’s AI architecture includes three integrated layers. It’s doing the “heavy lifting” by rebuilding core apps in the Data Cloud, which merges internal and external data into a rich 4D business map. Tableau, for example, is rebuilt on this foundation. It now operates fluidly within apps such as Sales Cloud, Service Cloud, and Slack. And Agentforce can work not just within the apps but within Tableau inside Slack. In contrast, DIY integration is viable only for the most advanced companies — and even then, struggles with reliability. Becoming a software-only hyperscaler Salesforce is evolving into a “software-only hyperscaler,” delivering cloud-scale apps and platforms without building data centers. Its Data Cloud federates with external data platforms and breaks silos, making data more useful. One example: Disney’s “agent fluidity,” where AI agents simultaneously access guest preferences, ride availability and other inputs to offer coordinated recommendations at scale — beyond what human staff could achieve alone. Answering Nadella’s contention that SaaS goes away with agents Microsoft CEO Satya Nadella claims SaaS will dissolve into the agent layer as agents tap database schemas directly — but Benioff dismisses this as trolling. Simply dumping data into a massive repo via a discovery API and letting employees loose is a governance nightmare. Metadata, controls and deterministic software layers remain essential, even with non-deterministic agents on top. We challenged Nadella’s jab about Microsoft 365 Copilot being like Clippy, but Benioff noted Salesforce could still federate its data into Data Cloud. On a Klarna-style AI moment, Benioff declined to give a timeline. Find more SiliconANGLE news and analysis https://siliconangle.com/ Follow theCUBE's wall-to-wall event coverage https://siliconangle.com/events/ Learn about the latest theCUBE events https://www.thecube.net/ 00:00 - Intro 00:05 - From Pioneers to Innovators: The Transformation of Leadership and Labor in the Digital Age 03:47 - Embracing the Future: Salesforce in the Age of Cloud and AI 06:27 - Development of the AppExchange 10:26 - The Agentic Layer in Action 13:24 - Tableau's Integration with Data Cloud 19:59 - Overcoming Data Silos 23:06 - Harmonization and APIs 26:44 - The Promise of Data Cloud and Agentforce 31:37 - Disney as a Case Study for Agentic Fluidity 37:09 - Interoperability in Enterprise Software 45:09 - A Vision for the Future: Software Hyperscaler 48:01 - Closing thoughts from Marc Benioff #theCUBE #ServiceAsSoftware #Salesforce #theCUBEresearch #AgenticAI #AIinBusiness
YouTube Video UExlbmgyMTNsbG1jWk1UUlpLam5Bd2VzU0NpdUxRVDIxRS5DNTU3ODQ4ODAzMjFERTI1

Marc Benioff, Salesforce | The Road to Service as Software

12.7K views

In this episode of Breaking Analysis, Dave Vellante, chief analyst at theCUBE Research, examines the recent financial reports of major cloud providers such as AWS, Microsoft and Google. Vellante’s analysis provides a comprehensive view of the current public cloud landscape, exploring factors propelling these technology giants toward unprecedented capital expenditures. With a detailed overview of the current quarter's earnings for the top hyperscale cloud companies, the discussion addresses their challenges and the evolving digital infrastructure. It also examines the roles of megawatts and location-specific energy strategies in shaping future market shares, while considering Microsoft's, Amazon's and Alphabet's financial commitments toward sustaining growth in AI and cloud services. The competitive dynamics in the hyperscale cloud sector highlight both the innovative advancements and logistical constraints faced by industry leaders, according to Vellante. He discusses how a significant capital investment of approximately $63 billion in a single quarter signifies a pivotal shift. Energy availability, GPU access and strategic silicon footprints emerge as critical factors shaping competitive advantages, with Microsoft and Google potentially leveraging unique structural efficiencies as Vellante suggests. Read the full article https://siliconangle.com/2025/05/04/power-hungry-clouds-inside-techs-expensive-quarter/ Find more SiliconANGLE news and analysis https://siliconangle.com/ Follow theCUBE's wall-to-wall event coverage https://siliconangle.com/events/ Learn about the latest theCUBE events https://www.thecube.net/ Be sure to follow Dave's weekly Breaking Analysis podcast as well, for the deep data dives on enterprise computing trends, from spending patterns to Wall Street implications. https://www.youtube.com/playlist?list=PLenh213llmcZMTRZKjnAwesSCiuLQT21E 00:00 - Cloud Industry Dynamics: Earnings, Challenges and Trends 02:36 - Cloud Operating Margins and Capital Expenditure 05:17 - Cloud Growth and Performance Analysis: AWS, Microsoft and Google's Revenue Insights 14:13 - Hyperscalers' CapEx and Competitive Positioning 20:26 - AI's Impact on Cloud Providers 23:01 - Financial Projections and Market Insights 30:45 - Spending Trends and Adoption in Cloud Platforms 35:03 - Machine Learning and Agentic Adoption 39:18 - Navigating Challenges and Implications in Cloud Expansion #theCUBE #BreakingAnalysis #theCUBEresearch #AWS #Microsoft #Google
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275 | Breaking Analysis | Power‑Hungry Clouds: Inside Tech’s Most Expensive Quarter

795 views

In this Breaking Analysis episode, Erik Bradley chief strategist, director of research at ETR, joins theCUBE Research’s Dave Vellante to unpack major cybersecurity themes ahead of RSAC 2025. They explore how security markets are reacting to global shifts, economic pressures and the growing role of AI in reshaping defense strategies. Bradley brings fresh insights from ETR’s annual state of security research, focusing on spending trends and priority changes driven by geopolitical tensions. The conversation highlights platform consolidation, spotlights companies leading innovation and examines how organizations are adjusting their security strategies in an increasingly volatile and fragmented landscape. Key takeaways center on the resilience of cybersecurity stocks despite mounting macroeconomic challenges. While large enterprises are starting to consolidate their security tools, the journey is complex, Bradley pointed out. Evolving technologies, expanding threat surfaces and geopolitical risks ensure that cybersecurity’s future remains dynamic — and anything but predictable. Read the full article https://siliconangle.com/2025/04/26/rsac-highlights-security-markets-transition/ Find more SiliconANGLE news and analysis https://siliconangle.com/ Follow theCUBE's wall-to-wall event coverage https://siliconangle.com/events/ Learn about the latest theCUBE events https://www.thecube.net/ Be sure to follow Dave's weekly Breaking Analysis podcast as well, for the deep data dives on enterprise computing trends, from spending patterns to Wall Street implications. https://www.youtube.com/playlist?list=PLenh213llmcZMTRZKjnAwesSCiuLQT21E 00:00 - Data-Driven Insights and Emerging Trends in Cybersecurity 2025 03:56 - Changing Security Spending Patterns - Over 40% of firms altering budgets due to geopolitical tensions and threat priorities. 06:09 - Net Score and Sector Dynamics - Examination of spend momentum and cybersecurity's sector penetration. 08:57 - Navigating the Evolving Cybersecurity Landscape: Market Dynamics and Budgetary Trends 14:31 - Accelerated Security Spending Areas - Vulnerability management and identity security leading growth. 17:20 - Tools Creep and Consolidation Debate - Slight deceleration in adding new vendors and consolidation trends. 21:49 - Vendor Prioritization in Cybersecurity - Desired features and vendors if organizations could rebuild their stack. 24:30 - Most Innovative Cybersecurity Vendors - Perceptions of innovation within the cybersecurity sector. 27:51 - Upcoming RSAC 2025 Watchlist - Key questions and topics of interest for the conference. 32:57 - Conclusion and Closing Remarks - Thanking participants and providing contact information. #theCUBE #BreakingAnalysis #RSAC2025 #theCUBEresearch #cybersecurity #AI
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274 | Breaking Analysis | RSAC Highlights Security Markets in Transition

1.8K views

In this week’s Breaking Analysis episode, theCUBE Research’s Dave Vellante shares his takeaways from the recent AI Agent Builder Summit, examining the growing disconnect between the hype surrounding agentic AI and the reality of enterprise adoption. Referencing insights from theCUBE Research analyst Scott Hebner, Vellante breaks down why challenges such as data silos, governance gaps and infrastructure immaturity continue to slow progress. Moving toward agentic automation requires more than enthusiasm — it demands foundational shifts in data strategy, organizational readiness and technological integration, according to Vellante. While many vendors are pushing agentic AI as the next transformative leap, most enterprises are still struggling to master basic automation, Vellante notes. Too many companies conflate long-term potential with near-term capability, leading to unrealistic expectations and poor implementation planning, he argues. In particular, he calls out the need for AI systems that can operate across distributed, hybrid environments — something most current infrastructures aren't yet equipped to support. The successful deployment of agentic systems depends on building trust — not just in the technology, but in the data underpinning it, according to Vellante. Drawing parallels to previous waves of enterprise transformation, he stresses the importance of strong data governance, explainability and alignment between business and IT. Without that groundwork, Vellante warns, agentic AI will remain more of a marketing narrative than an operational reality. Find more SiliconANGLE news and analysis https://siliconangle.com/ Follow theCUBE's wall-to-wall event coverage https://siliconangle.com/events/ Learn about the latest theCUBE events https://www.thecube.net/ Be sure to follow Dave's weekly Breaking Analysis podcast as well, for the deep data dives on enterprise computing trends, from spending patterns to Wall Street implications. https://www.youtube.com/playlist?list=PLenh213llmcZMTRZKjnAwesSCiuLQT21E 00:00 - Unveiling the Agentic AI Era: From Concept to Enterprise Execution 02:51 - Too Long, Don't Read: Five Headlines 05:46 - Data Center Super Cycle 11:02 - On-Prem AI vs. Cloud AI 14:26 - The Road to Agentic Automation: Gaps and Challenges 22:59 - Navigating Agentic AI: Market Insights, Adoption Strategies and Final Thoughts #theCUBE #BreakingAnalysis #theCUBEresearch #AIAgentBuilder #AgenticAI
YouTube Video UExlbmgyMTNsbG1jWk1UUlpLam5Bd2VzU0NpdUxRVDIxRS42NjBGMkRFNDcwMjM2NzYx

273 | Breaking Analysis | The Long Road to Agentic AI – Hype vs. Enterprise Reality

2.3K views

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Dive into tech news and cutting-edge insights on current technology topics with Breaking Analysis hosted by Dave Vellante.

Unlock cybersecurity insights with the SecurityANGLE podcast — a deep dive into the latest digital defense trends with Shelly Kramer.

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Road to Intelligent Data Apps , theCUBE Research analysts Shelly Kramer and George Gilbert explore why intelligent data apps are the next frontier.

Explore the core of enterprise tech with John Furrier and Dave Vellante on theCUBE Pod —tackling the most pressing topics and delivering expert insights.

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