Dave Vellante
Latest from Dave Vellante
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 …
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 …
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 …
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. …
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 …
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 …
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. …
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 …
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 …
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.” …