Notes: Stripe Staying Private Longer = Bad for Public Investors
Summary
* A funding squeeze post-2022 has pushed mid-size scaleups to IPO earlier,
Databricks
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'
Updates: Snowflake & Databricks - Controlling The MDS And GenAI PaaS Future (Pt.4)
Summary
* Snowflake's future hinges on governance tools like Polaris and
Updates: Snowflake, Databricks & Palantir- Controlling The MDS And GenAI PaaS Future (Pt.3)
Summary
* In Part 3 we discuss AI PaaS (Platform-as-a-Service), comparing Snowflake'
Updates: Snowflake & Databricks - Controlling The MDS And GenAI PaaS Future (Pt.2)
Summary
* If you have any questions not answered in this report, please
Updates: Snowflake & Databricks - Controlling The MDS And GenAI PaaS Future (Pt.1)
Summary
* Thank you for your patience since our last publication. We are
Notes: Snowflake - Databricks + Tabular Acquisition Impact (Pt.2)
Notes: Snowflake - Open Storage Competition (Pt.1)
Summary
* Fully embracing Iceberg will likely be a net positive for Snowflake,
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)
Themes: Open-Core And Long-Term Alpha (Pt.3)
Summary
* As the open-core business model is proving successful, we are seeing