Convequity
  • Client Home
  • Free Content
Sign in Subscribe

dbt Labs

Themes: Open-Core And Long-Term Alpha (Pt.3)
open-core

Themes: Open-Core And Long-Term Alpha (Pt.3)

Summary * As the open-core business model is proving successful, we are seeing next-gen startups emerge at rapid rates and public open-core names experience a slower growth decay. * In Part 2, we looked at major names that are public or have been taken private, such as MongoDB, Cloudera & Hortonworks, Elastic, and Confluent. * In Part 3, we'll cover emerging next-gen open-core startups within the data markets to put on your radar. Startups As one of the most hyped sectors in enterprise te
29 min read 01 Aug 2023

Subscribe to Convequity

Don't miss out on the latest news. Sign up now to get access to the library of members-only articles.
Convequity
Convequity

Independent equity research mapping the AI value chain.
Where the silicon meets the spreadsheet.

Site
  • Latest
  • Subscribe
  • About
Connect
  • X / Twitter
  • LinkedIn
  • Substack
  • Email
Legal
  • Terms of Use
  • Privacy
  • AI Usage
  • Compliance
Convequity © 2026