(Free) Convequity's 20 Min Podcast EP02: PLTR

Summary * AIP is PLTR's catalyst to roaring success, though in reality this was a low bar innovation by them. * AIP takes the limelight, but as we have been saying since January 2021, it is the ontology that is the key to successful LLM implementation. * We also compare PLTR to SNOW, MNDY, and next-gen GenAI startups, to further highlight PLTR's differentiation. * To illuminate PLTR's depth and breadth, we provide a full open-source data stack alternative to using PLTR, and discuss the bene

Summary * Comparing revenue per employee and head count growth is useful for identifying efficient businesses that are not yet profitable. * This analysis includes 37 stocks across cybersecurity, productivity, and data. * The report on the DevOps landscape assessment is coming soon, along with a lot more research in the next couple

Summary * This is the fourth and final part of the Open-Core series which has focused on data-related open-core vendors. * In Part 4 we interchange between the perspectives of an open-core vendor and an investor, to navigate through the factors that influence the ultimate success of the