By Equity Research in Snowflake — Jul 1, 2024 Notes: Snowflake - Databricks + Tabular Acquisition Impact (Pt.2) Diving into the headwinds Databricks will face as they integrate Apache Iceberg into Delta Lake following the Tabular acquisition
Software 3.0 Notes: Convequity’s Lens on Software 3.0 Investing Summary * Software 3.0 mirrors the early internet era: AI is in
SaaS Notes - When AI Meets SaaS: Disruption, Adaptation, and the Moat of Taste Summary * AI threatens enterprise SaaS more than consumer apps, as agentic interfaces
Stripe Notes: Stripe Staying Private Longer = Bad for Public Investors Summary * A funding squeeze post-2022 has pushed mid-size scaleups to IPO earlier,