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307 | Breaking Analysis | theCUBE Research 2026 Predictions: The year of enterprise ROI
February 14, 2026
In the latest Breaking Analysis episode, theCUBE Research’s Dave Vellante talks with Paul Nashawaty, Bob Laliberte, Sam Weston, Scott Hebner and Christophe Bertrand to assess how AI is converting into enterprise value in 2026. Vellante moderates a candid discussion on OpenAI versus Anthropic and the market forces shaping investment strategies.
Vellante forecasts OpenAI surpassing Anthropic in enterprise revenue, framing it as a defining 2026 shift. Nashawaty explains how agent-first development and observability become AI’s control plane. Laliberte, ...Read more