Superclouds Part 1

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 * In Part 2 we dive into SNOW's products, both its core CDW and its new products related to handling unstructured data and AI/ML workloads. * Before the latest ER shock, SNOW was perfectly priced as investors fully believed in the $10bn revenue by FY29 story. * Now that