Notes: Palantir - Updating On AIP, Ontology, & OSDK
Summary
* Following the recent AIP event, we wanted to share some updated
GenAI
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
Convequity MSU: Qualcomm - Jan 2023
Summary
* Market (M), Street (S), and Us (U) perspectives differ on various
Convequity MSU: NVIDIA - Dec 2023
Summary
* We kick-off the application of the Convequity MSU framework on NVDA.
Investor Guide To DevOps Landscape (Pt.1)
Summary
* In this Investor Guide we review GitLab and 10 of its
Updates: GTLB 2Q24 - Strong Product Fundamentals & Market Opportunity But Priced In
Summary
* GTLB's slower growth decay compared to others is attributed