Notes: Meta - Controlling The Value Chain And Open-Core
Summary
* Our latest research on Meta has been divided into two Updates
GenAI
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: Meta - Underappreciated GenAI Potential (Pt.1)
Summary
* In Part 1 we review the battle for GenAI supremacy and
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: Palantir - Updating On AIP, Ontology, & OSDK
Summary
* Following the recent AIP event, we wanted to share some updated
Updates: Cloudflare - The Three S-Curves (Pt.3) - NET's Strengths & Challenges In Edge Compute & GenAI
Summary
* In Part 3 we compare NET to its edge compute rivals.
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)
Notes - Dropbox 4Q23
Notes - Lam Research 2Q24
Convequity MSU: Meta Platforms - Jan 2023
Summary
* After META's surge over the past 1 year, the