Updates: GTLB 1Q24 Review
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Notes: Snowflake - Open Storage Competition (Pt.1)
Summary
* Fully embracing Iceberg will likely be a net positive for Snowflake,
Notes: GTLB - 1Q25 Overview & Google Acquisition Possibility?
Summary
* GitLab's 1Q25 results were solid, but overshadowed by the
Notes - CSCO's New Hypershield
Summary
* Cisco has been facing challenges as a legacy tech giant and
Confluent (Pt.2) - Assessing Open-Core Business Model & Prospects
Summary
* Confluent (CFLT) excels in executing the open-core business model, leveraging proprietary