Updates: Snowflake & Databricks - Controlling The MDS And GenAI PaaS Future (Pt.4)
Summary
* Snowflake's future hinges on governance tools like Polaris and
data ecosystem
Notes: Snowflake - Open Storage Competition (Pt.1)
Summary
* Fully embracing Iceberg will likely be a net positive for Snowflake,
Confluent (Pt.2) - Assessing Open-Core Business Model & Prospects
Summary
* Confluent (CFLT) excels in executing the open-core business model, leveraging proprietary
Confluent (Pt.1) - Data Streaming Platform To Triumph The Middleware Industry
Summary
* Confluent is the category-defining vendor in the data streaming space with
Updates: PLTR – The LLM Enabler For Enterprise (Pt.2)
Summary
* AIP is PLTR's catalyst to roaring success, though in
Updates: SNOW 4Q24 - Leadership Change, Competition, GTM, AI Talent War (Pt.2)
Summary
* In Part 2 we dive into SNOW's products, both
Updates: SNOW 4Q24 - Leadership Change, Competition, GTM, AI Talent War (Pt.1)
CSCO + SPLK - A Financial Engineering Driven Deal (Pt.3)
Summary
* In Part 3 and the final part, we navigate the competitive
CSCO + SPLK - A Financial Engineering Driven Deal (Pt.2)
Summary
* In Part 2 we discuss the implications for arbitrageurs and CSCO
CSCO + SPLK - A Financial Engineering Driven Deal (Pt.1)
Summary
* SPLK, an old guard in the SIEM market, commands significant market
Themes: Open-Core and Long-Term Alpha (Pt.4)
Summary
* This is the fourth and final part of the Open-Core series
Updates: PLTR 2Q23 - The LLM Enabler For Enterprises (Pt.1)
Summary
* There are a number of indicators that collectively suggest PLTR could