Snowflake: Apple Of MDS (Part 3) & 1Q24 Update
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Updates: Rubrik - Building a Data-Centric Cyber Resilience Moat (Pt.2)
Notes - When AI Meets SaaS: Disruption, Adaptation, and the Moat of Taste
Summary
* AI threatens enterprise SaaS more than consumer apps, as agentic interfaces
Updates: Snowflake 3Q25 - Rethinking The AI Stack And SNOW's Role (Pt.2)
Summary
* SNOW's adoption of Iceberg and Polaris Catalog mitigates revenue
Updates: SNOW 3Q25 - Pioneering Unstructured Data Pipelines With Datavolo (Pt.1)
Summary
* Strategic acquisitions like Night Shift Development and Datavolo bolster Snowflake'