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302 | Breaking Analysis | 2026 Data Predictions: Scaling Agents via Contextual Intelligence
January 17, 2026
Breaking Analysis with Dave Vellante, Sanjeev Mohan of Sanjmo, Tony Bear of DB Insight, Dave Menninger of ISG Research, Kevin Petrie of BARC, and Andrew Brust of Blue Badge Insights
00:00 - Transformative Journeys: The Rise and Integration of AI
02:35 - Analysis of AI Spending Trends
04:59 - Rising Momentum in AI Adoption
09:27 - Tech Giants and their AI Positioning
14:52 - Reviewing Past Predictions: Analysts' Performances
18:17 - AI Agent Scaling and Context Challenges
24:12 - The Role of Semantic Layers
32:12 - Transition of SaaS and the Rise of Services...Read more