Dave Vellante
Latest from Dave Vellante
BREAKING ANALYSIS
Which tech firms are most exposed to the banking crisis?
The financial services industry has always been a leading consumer of tech with big information technology budgets. The recent banking crisis will add even more headwinds to the already challenging IT spending climate and several tech firms are exposed. In particular, we believe those companies with a higher-than-average mix of business in financial sectors, combined ...
BREAKING ANALYSIS
GPT models are a two-edged sword for automation platforms
The viral awareness and adoption of artificial intelligence foundation models such as OpenAI LP’s ChatGPT have created both an opportunity and threat to automation platforms generally and robotic process automation point tools specifically. On the one hand, large language models can reduce complexity and accelerate the adoption of enterprise automation platforms. The flip side is ...
BREAKING ANALYSIS
MWC 2023 moves beyond consumer and deep into enterprise tech
While never really meant to be a consumer tech event, over time the rapid ascendancy of smartphones captured much of the agenda at Mobile World Congress, now MWC. And though device manufacturers continue to have a major presence at the show, the maturity of intelligent devices, longer lifecycles and the disaggregation of the network stack ...
BREAKING ANALYSIS
MWC 2023 highlights telco transformation and the future of business
The world’s leading telecommunications companies are often branded as monopolies that lack innovation. Telcos have been great at operational efficiency, connectivity and living off of transmission costs. But in a world beyond telephone poles and basic wireless services, how will telcos modernize, become more agile and monetize new opportunities brought about by 5G, private wireless ...
BREAKING ANALYSIS
Digging into Google’s point of view on confidential computing
Confidential computing is a technology that aims to enhance data privacy and security by providing encrypted computation on sensitive data and isolating data from apps and other host resources in a fenced off enclave during processing. The concept of confidential computing is gaining popularity, especially in the cloud computing space where sensitive data is often ...
BREAKING ANALYSIS
Cloud players sound a cautious tone for 2023
The unraveling of market enthusiasm continued in the fourth quarter of 2022 with the earnings reports from the U.S. hyperscaler cloud providers now all in. As we said earlier this year, even the cloud is not immune from the macro headwinds and the cracks in the armor we saw from the data we shared last ...
BREAKING ANALYSIS
Predictions 2023: What’s coming next in enterprise technology
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 certainty whether the prediction came true or not — with evidence to back ...
BREAKING ANALYSIS
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 lock up the market with its first-mover advantage. Rather, we believe that success ...
BREAKING ANALYSIS
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 connect their on-premises intellectual property to emerging applications that drive top-line revenue and ...
BREAKING ANALYSIS
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, those that enable business initiatives that generate revenue take priority over cleaning up ...