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 […]
EY: Charting the Agentic AI Adoption Curve
In episode #13 of The Next Frontiers of AI, host Scott Hebner sits down with Ken Englund, Americas’ Technology Sector Growth Leader at EY, to unpack the results of the latest EY Technology Pulse Poll—a revealing snapshot of how tech leaders are embracing agentic AI.
More than two years into the GenAI era, technology companies are setting the pace of rapid Agentic AI adoption, with 48% already deploying agentic AI in some capacity and over half expecting the majority of their AI deployments to be autonomous within two years. Furthermore, 81% are optimistic about the potential of Agentic AI. But what’s driving this momentum? And are these early movers securing a real competitive edge, or simply moving faster into uncharted territory?
Ken and Scott explore what motivates tech executives to pursue agentic AI, how organizations manage their investments and risks, what this shift means for the future of tech jobs, and whether this innovation curve will soon extend beyond the tech sector into other industries.
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.