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Breaking Analysis with Dave Vellante and George Gilbert
英語
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本 Podcast 中的其他單集
Agentic AI is being misread as a series of separate battles - e.g. Snowflake vs. Databricks, copilots vs. agents, model makers vs. app vendors, etc. We think the real story is that the biggest opportunity in software is converging around who owns the new intelligent client and the AI back end that …
AMD's first reinvention rebuilt the company. It was frankly about survival. Its next reinvention must redefine it.
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Breaking Analysis with Dave Vellante and George Gilbert
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