Confluent (Pt.3) - Stream Processing TAM Expansion Potential
Related technologies and companies: Databricks, Snowflake, RisingWave, Alibaba
Summary
* Stream processing is going to be a massive TAM expander for Confluent.
* Tiered storage for Kafka with built-in stream processing via Flink is a powerful combination that can take a significant share of the real-time applications and analytics market.
* If executed well, Confluent can be the dominant player in the streaming lakehouse space. Furthermore, it has great potential to address HTAP and data a