Snowflake - The Apple Of MDS -Part 1
Summary
* SNOW is positioned very well at the centre of OLAP (Online Analytical Processing), the Modern Data Stack (MDS), and the growthy areas of the data sector.
* There is substantial amount of competition across all disaggregated stacks, catalysed by the Cambrian-like explosion of MDS.
* The market should be big enough for both integrated players (like SNOW) and disaggregated players (like Databricks) to continue to thrive.
Since its 2020 IPO, Snowflake has been one of the hottest tech