Dave Vellante

David Vellante is co-CEO of SiliconANGLE Media, as well as co-founder and Chief Analyst of The Wikibon Project, the world’s leading open source IT research community. Dave is a long-time tech industry analyst, entrepreneur, writer and speaker. He is co-host of theCUBE – “The ESPN of Tech.” He is also a co-founder of Crowdspots, an angel funded startup based in Palo Alto using big data techniques to extract business value from social data. Prior to these exploits Dave ran a CIO consultancy and spent a decade growing and managing IDC’s largest business unit. He lives in Massachusetts with his wife and four children where he serves as the President of his town’s local “Kiddie Sports” association. Dave holds a B.S. in Applied Mathematics from Union College.

Latest from Dave Vellante

BREAKING ANALYSIS

Ripple effects from the Okta security breach are worse than you think

The recent security breach of a third-party supplier to Okta Inc. has been widely reported. The criticisms of Okta’s response have been harsh and the impact on Okta’s value has been obvious: Investors shaved about $6 billion off the company’s market cap during the week the hack was made public. We believe that Okta’s claim ...
BREAKING ANALYSIS

As danger looms, the C-suite taps the brakes on tech spending

The tech spending party’s over — at least for now. Fresh survey data from Enterprise Technology Research shows a clear deceleration in spending and a more cautious posture from technology buyers. Just this week we saw sell side downgrades in hardware companies such as Dell Technologies Inc. and HP Inc., and revised guidance from highflier ...
BREAKING ANALYSIS

Governments should heed the history of tech antitrust policy

There are very few political issues that get bipartisan support these days, never mind consensus spanning geopolitical boundaries. But whether we’re talking across the aisle or over the pond, there seems to be common agreement that the power of big tech firms should be regulated. However, the government’s track record when it comes to antitrust ...
BREAKING ANALYSIS

Snowflake’s wild ride – and how investing pros see its future

Investors love Snowflake Inc.’s stock at $400 and hate it at $165. That’s the nature of the business, isn’t it?  Especially in this crazy cycle over the last two years of lockdowns, free money, exploding demand and now rising inflation and rates. But with the Fed providing some clarity on its actions, the time has ...
BREAKING ANALYSIS

Pat Gelsinger has the vision. Intel just needs time, cash and a miracle

Intel Corp.’s future would be a disaster without Pat Gelsinger. But even with the chief executive’s clear vision, fantastic leadership, deep technical and business acumen and amazing positivity, the company’s future is in serious jeopardy. It’s the same story we’ve been telling for years. Volume is king in the semiconductor industry and Intel no longer ...
BREAKING ANALYSIS

Robotic process automation becomes a transformation catalyst. Here’s what’s new

In its early days, robotic process automation emerged from rudimentary screen scraping, macros and workflow automation software. Once a script-heavy and limited tool that was almost exclusively used to perform mundane tasks for individual users, RPA has evolved into an enterprisewide megatrend that puts automation at the center of digital business initiatives. In this Breaking ...
BREAKING ANALYSIS

Cybersecurity stocks caught in the storm while private firms keep rising

The pandemic precipitated what is shaping up to be a permanent shift in cybersecurity spending patterns. As a direct result of hybrid work, chief information security officers have invested heavily in endpoint security, identity access management, cloud security and further hardening the network beyond headquarters. Moreover, the need to build security into applications from the start, rather than ...
BREAKING ANALYSIS

The improbable rise of Kubernetes to become the operating system of the cloud

The rise of Kubernetes came about through a combination of forces that were, in hindsight, quite a long shot. Amazon Web Services Inc.’s dominance created momentum for cloud-native application development and the need for simpler experiences beyond easily spinning up compute as a service. This wave crashed into innovations from a startup named Docker Inc. ...
BREAKING ANALYSIS

What to expect in cloud computing in 2022 and beyond

We’ve often said that the next 10 years in cloud computing won’t be like the last 10. Cloud has firmly planted its footprint on the other side of the chasm with the momentum of the entire multitrillion-dollar technology business behind it. Both sellers and buyers are leaning in by adopting cloud technologies and many are building ...
BREAKING ANALYSIS

Securing your Snowflake cloud data

The challenges of legacy data warehouses and traditional business intelligence systems have been well-documented. Built on rigid infrastructure and managed by specialized gatekeepers, data warehouses of the past were, as one financial customer once told us, “like a snake swallowing a basketball.” For a sampling of customers’ longstanding frustrations, check out this slide from Wikibon’s ...