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3 weeks ago | 
siliconangle.com | David Vellante |George Gilbert
Our research indicates that data platform wars have entered an entirely new phase, one where open data is no longer a marketing slogan and governance catalogs are now the new control point. We see this as the first of several structural changes to the software industry.
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4 weeks ago | 
siliconangle.com | David Vellante |George Gilbert
The data industry has arrived at a pivotal juncture that echoes the themes we’ve charted in previous Breaking Analysis episodes, from The Sixth Data Platform through The Yellow Brick Road to Agentic AI and Why Jamie Dimon is Sam Altman’s Biggest Competitor all the way to the Faceoff between Benioff and Nadella.
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1 month ago | 
siliconangle.com | David Vellante |George Gilbert
Salesforce Inc. co-founder and Chief Executive Marc Benioff is articulating a bold vision for the next era of enterprise software. In an exclusive interview with theCUBE on April 25, Benioff outlined how AI-driven agents and a unified data architecture will transform software as a service, or SaaS, into what we’re calling “service as software” – a model where software-based digital agents augment every business process.
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Mar 1, 2025 | 
siliconangle.com | David Vellante |George Gilbert
A seismic shift is underway in enterprise software, one that pits two of the most influential leaders in the industry — Microsoft Corp. Chief Executive Satya Nadella and Salesforce Inc. CEO Marc Benioff — against each other in a war of words that highlights the broader transformation unfolding in enterprise applications.
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Nov 2, 2024 | 
siliconangle.com | David Vellante |George Gilbert
Investors have poured north of $30 billion into independent foundation model players, including OpenAI, Anthropic PBC, Cohere Inc. and Mistral AI as well as others. OpenAI itself has raised more than $20 billion. To keep pace, both Meta Platforms Inc. and xAI Corp. will have to spend comparable amounts. In our view, the stampeding herd of large language model investors is blindly focused on the false grail of so-called artificial general intelligence, or AGI.
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Sep 7, 2024 | 
siliconangle.com | David Vellante |George Gilbert
Input from theCUBE and data practitioner communities suggests that acceleration in compute performance and the sophistication of the modern data stack is outpacing the needs of many traditional analytic workloads. Most analytics workloads today are performed on small data sets and generally can run on a single node, somewhat neutralizing the value of distributed, highly scalable data platforms.
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Aug 31, 2024 | 
siliconangle.com | David Vellante |George Gilbert
Last year theCUBE Research asserted that we are on the brink of a transformative shift toward intelligent data applications, set to revolutionize business operations. We introduced the concept of “Uber for All” as a metaphor, predicting that today’s linear value chains would evolve into dynamic digital representations of a business — digital twins — where intelligent data applications empower firms to orchestrate entire ecosystems in real time.
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Aug 24, 2024 | 
siliconangle.com | David Vellante |George Gilbert
We believe enterprise applications are undergoing a profound change. By next year, highly capable agentic systems will emerge to create new application classes and alter the way organizations think about their backend systems, data platforms and user interfaces. The extent of the transformation, we believe, will be more impactful to the application stack than were the changes brought about by innovations seen during the modern graphical user interface, Web, cloud and mobile eras.
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Jun 29, 2024 | 
siliconangle.com | David Vellante |George Gilbert
Early-phase generative artificial intelligence AI – or “request/response AI” — has not yet lived up to the expectations implied by the hype. We believe agentic AI is the next level of artificial intelligence that, while building on generative AI, will go further to drive tangible business value for enterprises. Early discussions around agentic AI have focused on consumer applications, where an agent acts as a digital assistant to a human.
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Jun 22, 2024 | 
siliconangle.com | David Vellante |George Gilbert
As customers try to “get artificial intelligence right,” the need to rationalize siloed data becomes increasingly important. Data practitioners could put all their data eggs into a single platform basket, but that’s proving impractical. As such, firms are moving to an open model where they maintain control of their data and can bring any compute engine to any of their data. While compelling, the capabilities to govern open data across an entire estate remain immature.
