Dave Vellante
Latest from Dave Vellante
BREAKING ANALYSIS
Break up Amazon? Our survey suggests it may not be necessary
Despite the posture that Big Tech generally and Amazon.com Inc. specifically should be regulated or broken apart, recent survey research suggests that Amazon faces many disruption challenges, independent of any government intervention. Specifically, respondents to our survey believe that history will repeat itself in that there’s a 60% probability that Amazon will be disrupted by market ...
BREAKING ANALYSIS
Investors cash in as users fight a perpetual cyberwar
Despite the more than $100 billion spent each year fighting cybercrime, when we do an end-of-year look-back and ask, “How did we do,” the answer is invariably the same: worse than last year. Pre-pandemic, the picture was disheartening. But since March of 2020 the situation has only worsened as cybercriminals have become increasingly sophisticated, better-funded ...
BREAKING ANALYSIS
Here’s why Amazon’s and Microsoft’s cloud momentum is accelerating
Despite all the talk about repatriation, hybrid and multicloud opportunities, and cloud as an increasingly expensive option for customers, the data continues to show the importance of public cloud to the digital economy. Moreover, the two leaders, Amazon Web Services Inc. and Microsoft Corp.’s Azure, are showing signs of accelerated momentum that point to those two giants ...
BREAKING ANALYSIS
Cutting through the noise of full-stack observability
Full-stack observability is the new buzz phrase. As businesses go digital, customer experience becomes ever more important. Why? Because fickle consumers can switch brands in the blink of an eye – or the click of a mouse. Every vendor wants a piece of the action in this market, including companies that have provided traditional monitoring, ...
BREAKING ANALYSIS
What could disrupt Amazon?
What could disrupt Amazon? Weigh in and take the survey. Five publicly traded, U.S.-based companies have market valuations over or just near $1 trillion. As of Oct. 29, Apple Inc. and Microsoft Corp. top the list, each at $2.5 trillion, followed by Alphabet Inc. at $2 trillion, Amazon.com Inc. at $1.7 trillion and Facebook Inc. (now ...
BREAKING ANALYSIS
Data mesh: a new paradigm for data management
Data mesh is a new way of thinking about how to use data to create organizational value. Leading-edge practitioners are beginning to implement data mesh in earnest. Importantly, data mesh is not a single tool or a rigid reference architecture. Rather, it’s an architectural and organizational model that is designed to address the shortcomings of ...
BREAKING ANALYSIS
The hybrid cloud tug-of-war gets real
It looks like hybrid cloud is finally here. We’ve seen a decade of posturing, marketecture, slideware and narrow examples, but there’s little question that the definition of cloud is expanding to include on-premises workloads in hybrid models. Depending on which numbers you choose to represent information technology spending, public cloud accounts for less than 5% of ...
BREAKING ANALYSIS
The future of semiconductors: A deep dive with Futurum’s Daniel Newman
Semiconductors are at the heart of technology innovation. For decades, technology improvements have marched to the cadence of silicon advancements in performance, cost, power and packaging. In the past 10 years, the dynamics of the semiconductor industry have changed dramatically. Soaring factory costs, device volume explosions, fabless chip companies, greater programmability, compressed time to tape-out, ...
BREAKING ANALYSIS
UiPath: Fast-forward to enterprise automation
UiPath Inc. has always been an unconventional company. It started with humble beginnings as essentially a software development shop. It then caught lightning in a bottle with its computer vision technology and simplification mantra, creating easy-to-deploy software robots for bespoke departments to automate mundane tasks. The company grew rapidly and was able to go public ...
BREAKING ANALYSIS
CIOs signal hybrid work will power tech spending through 2022
Throughout the pre-vaccine COVID era, information technology buyers indicated budget constraints would squeeze 2020 spending by roughly 5% relative to 2019 levels. But the forced march to digital, combined with increased cybersecurity threats for remote workers, created a modernization mandate that powered fourth-quarter spending last year. This momentum has carried through to 2021. Although COVID ...