Dave Vellante
Latest from Dave Vellante
Making predictions about enterprise technology is more challenging if you strive to lay down forecasts that are measurable. In other words, if you make a prediction, you should be able to look back a year later and say with some degree of …
ChatGPT won’t give OpenAI sustainable first-mover advantage
With guest writer ChatGPT OpenAI LLC and ChatGPT have taken the world by storm. Microsoft Corp. reportedly is investing an additional $10 billion in the startup. But in our view, though the hype around ChatGPT is justified, we don’t believe OpenAI will …
Supercloud2 explores cloud practitioner realities and the future of data apps
Enterprise tech practitioners, like most of us, want to make their lives easier so they can focus on delivering more value to their business. To do so, they want to tap best-of-breed services in the public cloud, but at the same time …
CIOs are in a holding pattern – but ready to strike at data monetization
Recent conversations with information technology decision-makers show a stark contrast between the period exiting 2021 and the mindset leaving 2022. Chief information officers are generally funding new initiatives by pushing off or cutting lower-priority items. While security efforts are still being funded, …
Grading our 2022 enterprise technology predictions
Nailing technology predictions in 2022 was tricky business, especially if you were projecting the performance of markets, identifying initial public offering prospects and making binary forecasts on data, artificial intelligence and the macro spending climate — along with other related topics in …
How Palo Alto Networks became the gold standard of cybersecurity – and what it has to do to stay on top
Palo Alto Networks Inc. has earned a reputation as the leader in security. You can measure this in revenue, market cap, execution and, most importantly, conversations with chief information security officers. The company is on track to double its revenue to nearly …
The new reality: Cybersecurity firms revert to the mean
While by no means a safe haven, the cybersecurity sector has outpaced the broader tech market by a meaningful margin. That is, up until very recently. Cybersecurity remains the No. 1 technology priority for the C-suite, but as we’ve previously reported, the …
Re:Invent 2022 marks the next chapter in data and cloud
The ascendancy of Amazon Web Services Inc. under the leadership of Andy Jassy was marked by a tsunami of data and corresponding cloud services to leverage data. Those services mainly came in the form of primitives – basic building blocks that were used …
Snowflake gets caught in the storm clouds
A better-than-expected earnings report in late August got people excited about Snowflake Inc. again, but the negative sentiment in the market has weighed heavily on virtually all growth tech stocks. Snowflake is no exception. As we’ve stressed many times, the company’s management …
Cloudflare’s supercloud: This is what multicloud should have been
Over the past decade, Cloudflare Inc. has built a global network that has the potential to become the fourth U.S.-based hyperscale-class cloud. In our view, the company is building a durable revenue model with hooks into many important markets. These include the …