281 | Breaking Analysis | Ali Ghodsi’s Data Intelligence Playbook: Turning Data into Agentic Advantage
In last week’s Breaking Analysis we argued that Snowflake was attempting to cross the Rubicon, vaulting from cloud data warehouse innovator into AI leader and intelligent application platform. This week the competitive fire got a fresh accelerant. As usual, Databricks followed up Snowflake Summit and put forth bold claims of its own, emphasizing unified governance, data intelligence, simplified user experiences, transactional capabilities and, of course, open data.
Why Service Partners Are the Backbone of Modern App Dev
Open source adoption and app modernization require expert support. Learn why service partners like Adfinis are critical for scalable, secure, and future-ready app development strategies.
Agentic AI – What is Hype, Myth, and Truth (#14)
In one of our most clarifying episodes yet, we sit down with Satya Nitta—renowned AI innovator and CEO of Emergence AI—to separate fact from fiction in today’s rapidly evolving Agentic AI landscape. The enterprise world is awash in buzzwords, bold claims, and conflicting narratives, from predictive, generative, and agentic AI, onward to an AGI future. It’s never been harder to know what matters—and what doesn’t. Satya helps us decode the signal from the noise. He shares what agentic AI really is (and isn’t), how enterprises should think beyond AI assistants to intelligent systems that can reason, act, and collaborate, and where the real frontiers lie.
Breaking Analysis | A New Cisco for the Agentic-AI Era — Ambition, Innovation and the Burden of Proof – Cisco Live 2025
Cisco hasn’t enjoyed much organic revenue growth in more than a decade. It just rolled into San Diego claiming this year’s Cisco Live is the “most consequential” event in the company’s history. Hyperbole? Maybe. But after three days on-site comprising Q&A with Chuck Robbins and Jeetu Patel, closed-door roadmap dives, and a flood of product reveals in public, our assessment is that Cisco finally has a credible, end-to-end story for the AI era.
Unlocking the Telco Edge: The Importance of Network APIs for 5G
The telecommunications industry is undergoing a fundamental shift—one that moves beyond infrastructure build-out to focus on service enablement, developer ecosystems, and monetization. Central to this transition is the rise of network APIs, which aim to expose valuable network capabilities—once locked in proprietary silos—to developers via standardized, open interfaces. During a recent AnalystANGLE interview, I had […]
280 | Breaking Analysis | Beyond Walled Gardens: How Snowflake Navigates New Competitive Dynamics
Our research indicates that data platform wars have entered an entirely new phase, one where open data is no longer a marketing slogan and governance catalogs are now the new control point. We see this as the first of several structural changes to the software industry. The next price of entry we think will be an emerging layer that we call systems of intelligence, or SOI, which we believe will become a high value piece of real estate in the AI-optimized software stack.
In this Breaking Analysis, and just a few days removed from Snowflake Summit 2025, we unpack how Snowflake has moved from steward of its pristine proprietary data platform to orchestrating an ecosystem in a world that enables any compute engine to operate on any open data formats. Last week, we framed the company’s Rubicon moment, meaning the pivot from analytic warehouse to enabler of intelligent data apps.
Taming Cloud Complexity With Intelligent Automation
Discover how DevOps and platform teams are using intelligent automation to streamline cloud operations, control cost, and reduce security risk.
Cribl Launches Copilot Editor: Enabling AI-Augmented Control Over Telemetry Data
In an announcement that reflects the evolving needs of IT and security operations teams, Cribl has introduced Copilot Editor, a new capability within its AI-powered telemetry management portfolio. Available now, Copilot Editor is designed to streamline the often-complex task of schema mapping and pipeline creation, empowering teams to translate disparate telemetry data into structured, analytics-ready […]
Inseego and T-Mobile Simplify Business Connectivity Using 5G FWA
Modern businesses are increasingly distributed, mobile, and digitally dependent; as a result, reliable connectivity is no longer a luxury; it’s a necessity. Inseego’s latest announcement marks its third-generation solution with T-Mobile for Business and will help drive increased adoption of fixed wireless access (FWA) technology. Advancements like this will facilitate the long-anticipated promise of 5G […]