Breaking Analysis with Dave Vellante

Latest episodes

• ServiceNow AI Control Tower: Selling a Penthouse While Building the Frame

  October 16, 2026 · 35 min

  ServiceNow is making one of the more consequential and visible bets in enterprise AI. The company says AI Control Tower can discover and govern any agent, work across models and clouds, track cost and value, and shut down behavior that…

• The AI control gap - who gets to say 'it's safe?'

  October 9, 2026 · 25 min

  In this week’s episode, we explore the AI control gap and the starting point for addressing AI safety, namely alignment. We question prevailing narratives and propose a public policy regime that has more teeth than what has been put forth…

• CoreWeave’s next test: From GPU scarcity to a durable AI cloud

  September 25, 2026 · 33 min

  Ahead of CoreWeave’s Fully Connected conference, we have made a notable investment in proprietary customer research with Qualitate. Rather than simply repeat the earnings call, we went to the people evaluating, buying and running the…

• Salesforce After Dreamforce - How $CRM can grow beyond its own interface

  September 19, 2026 · 52 min

  Salesforce’s next growth opportunity may come from customers spending less time in its interface—and having agents do more of the work. Coming out of Dreamforce 2026, we believe that is the shift worth exploring. The progression from…

• Beyond Shared Responsibility: When AI Acts, Who Owns the Blast Radius?

  September 4, 2026 · 46 min

  The cloud shared responsibility model was initially not well understood by many customers. In fact, early adopters often believed that simply having data in the cloud meant that Amazon, or a SaaS vendor were responsible for safeguarding…

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