Breaking Analysis with Dave Vellante

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Unifying intelligence in the age of data apps Jan 13, 2024

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We believe the future of intelligent data apps will enable virtually all organizations to operate a platform that orchestrates an ecosystem similar to that of Amazon.com. By this we mean dynamically connecting and digitally representing an enterprise’s operations including its customers, partners, suppliers and even competitors. This vision includes the ability to rationalize top down plans with bottom up activities across the many dimensions of a business – e.g. demand, product availability, production capacity, geographies, etc. Unlike today’s data platforms, which generally are based on historical systems of truth, we envision a prescriptive model of a business’ operations enabled by an emerging layer that unifies the intelligence trapped within today’s application silos.

In this Breaking Analysis, we explore in depth, the semantic layer we’ve been discussing since early last year. To do so we welcome Molham Aref, the CEO ofRelationalAI.

Predictions 2024 - Deciphering Gen AI’s Effect on Sata, Governance & Skills Jan 06, 2024

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In this special Breaking Analysis we're pleased to host our third annual data predictions power panel with some of our collaborators in theCUBE Collective and members of the data gang. With us today are five of the top industry analysts focused on data platforms. Sanjeev Mohan of Sanjmo, Tony Baer of dbInsight, IDC's Carl Olofson, Dave Menninger who is with Ventana Research, now part of ISG and Doug Henschen with Constellation Research.

Grading Our 2023 Enterprise Technology Predictions Dec 30, 2023

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In this Breaking Analysis we grade the 2023 predictions we made with ETR's Erik Bradley. We look back at what we said in January about the macro IT spending environment, cost optimization, security, generative AI, cloud, blockchain, data platforms, automation and tech events.

The rise of observability and why it matters to your business Dec 23, 2023

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David vs Goliath reimagined - OpenAI's approach to AI supervision Dec 19, 2023

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Artificial general intelligence, or AGI, has people both intrigued and fearful. As a leading researcher in the field, last July, OpenAI introduced the concept of superalignment via a team created to study scientific and technical breakthroughs to guide and ultimately control AI systems that are much more capable than humans. OpenAI refers to this level of AI as superintelligence. Last week, this team unveiled the first results of an effort to supervise more powerful AI with less powerful models. While promising, the effort showed mixed results and brings to light several more questions about the future of AI and the ability of humans to actually control such advanced machine intelligence.

In this Breaking Analysis we share the results of OpenAI’s superalignment research and what it means for the future of AI. We further probe ongoing questions about OpenAI’s unconventional structure which we continue to believe is misaligned with its conflicting objectives of both protecting humanity and making money. We’ll also poke at a nuanced change in OpenAI’s characterization of its relationship with Microsoft. Finally we’ll share some data that shows the magnitude of OpenAI’s lead in the market and propose some possible solutions to the structural problem faced by the industry.

Read the full article https://siliconangle.com/2023/12/18/david-versus-goliath-reimagined-openais-approach-ai-supervision/

Moving beyond separation of compute & storage…Journey to the 6th data platform Dec 09, 2023

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We believe today’s so-called modern data stack, as currently envisioned, will be challenged by emerging use cases and AI-infused apps that begin to represent the real world, in real time, at massive data scale. To support these new applications, a change in underlying data and data center architectures will be necessary, particularly for exabyte scale workloads. Today’s generally accepted state of the art of separating compute from storage, must evolve in our view to separate compute from data and further enable compute to operate on a unified view of coherent and composable data elements. Moreover, our opinion is that AI will be used to enrich metadata to turn strings (i.e. ASCII code, files, objects, etc.) into things that represent real world capabilities of a business.

In this Breaking Analysis we continue our quest to more deeply understand the emergence of a sixth data platform that can support intelligent applications in real time. To do so we are pleased to welcome two founders of VAST Data, CEO Renen Hallak and Jeff Denworth. VAST just closed a modest $118M financing round that included Fidelity at a valuation of ~$9B, which implies a quite minor change to the cap table.

re:Invent ‘23 Underscores a New Simplicity Mandate for AWS Nov 30, 2023

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In this episode of Breaking Analysis, theCUBE analyst Dave Vellante focuses on the evolving landscape of enterprise tech, driven by generative AI, and its implications for AWS. The discussion emphasizes how AWS must adapt its powerful playbook, known for agility, developer choice, power, scale, reliability and security, to accommodate the growing demand for simplicity and coherence among mainstream customers.
Follow theCUBE's live event coverage https://www.thecube.net/
Vellante discusses the challenges that AWS must tackle in the face of changing customer preferences, market pressures and increased competition, particularly from Microsoft and Nvidia. Also, up for discussion, AWS's recent initiatives, such as its gen AI stack and partnership with Nvidia, as well as the technical challenges it faces in providing a unified data platform for developers.
Read the full article https://siliconangle.com/2023/12/02/reinvent-2023-underscores-new-simplicity-mandate-aws/
For daily news for CIOs, check out our parent publication at https://siliconangle.com/
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

The OpenAI meltdown…Winners & losers in the battle for AI supremacy Nov 21, 2023

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Conventional wisdom says Microsoft Corp. is the big winner in the recent OpenAI saga. We don’t quite see it that way.

Both Microsoft and OpenAI are in a worse position today than last Thursday, prior to the firing of OpenAI Chief Executive Sam Altman and the ongoing public drama that ensued. Microsoft and OpenAI had a huge lead in market momentum, artificial intelligence adoption and feature acceleration, and were setting the narrative in AI.

Our discussions with customers and industry insiders leads us to conclude that the duo has put its substantial lead at risk. Although Microsoft CEO Satya Nadella is making lemonade from lemons, the window was just cracked open for the competition and it’s more clear than ever that one large language model will not rule them all.

The copilot era takes flight at Microsoft Ignite 2023 Nov 18, 2023

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IBM turns the corner with Watson, why 2.0 is a breakthrough opportunity Nov 11, 2023

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With Watson 1.0, IBM deviated from the silicon valley mantra, fail fast, as it took nearly a decade for the company to pivot off of its original vision. In our view, a different dynamic is in play today with Watson 2.0 – i.e. watsonx. IBM’s deep research in AI and learnings from its previous mistakes, have positioned the company to be a major player in the Generative AI era. Specifically, in our opinion, IBM has a leading technological foundation, a robust and rapidly advancing AI stack, a strong hybrid cloud position (thanks to Red Hat), an expanding ecosystem and a consulting organization with deep domain expertise to apply AI in industry-specific use cases.

In this Breaking Analysis we share our takeaways and perspectives from a recent trip to IBM’s research headquarters. To do so we collaborate with analyst friends in theCUBE Collective, Sanjeev Mohan, Tony Baer and Merv Adrian. We’ll also share some relevant ETR spending data to frame the conversation.