279 | Breaking Analysis | Snowflake and Databricks Cross the Rubicon into a New Competitive Domain
The data industry has arrived at a pivotal juncture that echoes the themes we’ve charted in previous Breaking Analysis episodes, from The Sixth Data Platform through The Yellow Brick Road to Agentic AI; Why Jamie Dimon is Sam Altman’s Biggest Competitor all the way to the Faceoff between Benioff and Nadella. Those analyses have chronicled the steady convergence of analytic data platforms such as Snowflake and Databricks, not only with the hyperscalers’ estates, but increasingly, with the operational applications that run businesses. Our research indicates that this merger is not a side-effect of Gen AI hype, rather it’s a structural shift in how enterprises will create value from data and software over the next several decades.
The Future of Marketing: Causal AI Agents That Think Strategically
In this episode, we sit down with Michelle Killebrew, founder of Pegasus Strategy Co, to explore the future of causal marketing agents—a game-changing opportunity for marketers. Michelle, a seasoned marketing executive renowned for her AI-driven approach to growth and innovation, shares insights gained from over two decades of experience leading marketing transformations at companies like IBM and NTT and now advises organizations on leveraging AI to drive go-to-market success.
We delve into the transformative potential of causal AI in marketing. Unlike traditional predictive and generative AI, causal AI uncovers the “why” behind customer behaviors, even as conditions change. Michelle shares how causal AI empowers marketers to think more strategically.
Join us in this enlightening conversation about how the advent of causal AI is reshaping the marketing profession, enabling businesses to move beyond surface-level insights and make data-informed decisions that drive meaningful results.
Navigating Monetization Complexity in Modern App Dev
Usage-based billing is transforming app development. Learn how developers and product teams are building monetization into their infrastructure to scale smarter and faster.
278 | Breaking Analysis | AI Budgets are Hot, IT Budgets are Not
Thirty months into the GenAI awakening, the jury is still out on how much enterprises are benefiting from investments in artificial intelligence. While the vast majority of customers continue to spend on AI, reported returns are no greater than, and frankly lag those, typically associated with historical IT initiatives like ERP, data warehousing and cloud computing. Let’s face it, the multi-hundred billion dollar annual CAPEX outlay from hyperscalers and sovereign nations is fueling the euphoria and essentially supporting blind faith in the AI movement. But ground truth returns from enterprise AI adoption remain opaque. This combined with geopolitical unrest, fluctuating public policy and GDP estimates in the low single digits, have buyers tempering expectations for tech spending relative to January of this year.
The Costly Consequences of Cyberattacks: What End Users Say
Cyberattacks have dramatically reshaped how organizations conduct their business and structure their IT systems. That’s why theCUBE Research organized a first-of-its-kind summit in January with thought leaders from the industry. We covered a lot of ground with many valuable perspectives. We recently covered results from research stemming from the summit with our sponsor Dell Technologies. […]
From Tool Sprawl to Intelligence-Driven Automation
In this AppDevANGLE episode, Last9 CEO Nishant Modak explains how a data-centric, platform-first observability model helps reduce tool sprawl, manage telemetry overload, and control TCO in cloud-native environments.
Rethinking Modern Architecture From Cloud to Edge to Agents
Explore how edge computing, agentic AI, and secure messaging are reshaping enterprise architecture for a decentralized, real-time future.
Red Hat Summit 2025: AI, Virtualization, and the Future of Open Hybrid Cloud
Explore key themes from Red Hat Summit 2025—AI, virtualization, hybrid cloud, and the rise of VLLMs shaping the future of enterprise IT.
277 | Breaking Analysis | How Dell Is Riding the AI Wave While Serving Its Massive Installed Base
Dell’s founder-led business is one of the most remarkable and under appreciated stories in tech. Dell Technologies is not particularly sexy, nor does it put forth an earth- shattering vision that bends the mind. Yet it’s a company that has consistently figured out how to ride successive waves without becoming driftwood. And like Hyman Roth of Godfather fame, Michael Dell always seems to make money for his partners. Unlike Roth, Mr. Dell is not a gangster, rather he’s a gentleman that literally wrote the book on how to play nice and win.
In this Breaking Analysis and ahead of DTW 2025, we examine the question, how will Dell capture the explosive AI opportunity, while transitioning the millions of servers, arrays, and PCs it already has in the field to this new AI era?