Dave Vellante
Latest from Dave Vellante
The negative sentiment in tech stocks, caused by rising interest rates, less attractive discounted cash flow models and more tepid forward guidance, is easily measured by public market valuations. And while there’s lots of talk about the impact on private companies, their …
What Black Hat 2022 reveals about securing the supercloud
Black Hat 2022 was held in Las Vegas last week, at the same time as theCUBE’s supercloud event. Unlike AWS re:Inforce, where words are carefully chosen to put a positive spin on security, Black Hat exposes all the warts of cybersecurity and …
Brainstorming supercloud with tech leaders VMware, Snowflake, Databricks and more
At our inaugural Supercloud22 event this week, we sought community input to evolve the concept of a supercloud by iterating on the definition, the salient attributes and examples of what is and is not a supercloud. We asked several technologists, including experts from VMware …
What we hope to learn at Supercloud 22
The term supercloud is relatively new, but the concepts behind it have been bubbling for years. Early last decade when the National Institute of Standards and Technology put forth its original definition of cloud computing, it said services had to be accessible …
How the cloud is changing security defenses in the 2020s
The rapid pace of cloud adoption has changed the way organizations approach cybersecurity. Specifically, the cloud is increasingly becoming the first line of cybersecurity defense. As such, along with communicating to the board and creating a security-aware culture, the chief information security …
AWS re:Inforce marks a summer checkpoint on cybersecurity
After a two-year hiatus, Amazon Web Services Inc.’s re:Inforce is back on as an in-person event in Boston July 26 and 27. Like the All-Star break in baseball, re:Inforce gives us an opportunity to evaluate the cybersecurity market overall, the state of …
Amping it up with Snowflake CEO Frank Slootman
Organizations have considerable room to improve their performance without making expensive changes to their talent, structure or fundamental business model. You don’t need a slew of consultants to tell you what to do. You already know. What you need is to immediately …
Answering the top 10 questions about supercloud
As we exited the isolation economy last year, we introduced supercloud as a term to describe something new that was happening in the world of cloud computing. In this Breaking Analysis, we address the ten most frequently asked questions we get on supercloud. Today …
Tech valuations could get worse. Here’s why we’re still optimistic
After a two-year epic run in tech stocks, 2022 has been an epically bad year in the market. Through yesterday, the Nasdaq composite index is down 30%, the S&P 500 is off 21%, the Dow Jones Industrial Average is down 16% and the …
Tech spending intentions hold steady despite macroeconomic concerns
Despite fears of inflation, supply chain issues, skyrocketing energy and home prices, and global instability caused by the Ukraine crisis, chief information officers and information technology buyers continue to expect overall spending to increase more than 6% in 2022. Although this is …