Notes: Day 2 Tech
Summary
* Tech giants have evolved from disruptive upstarts to entrenched incumbents, yet
Microsoft
Microsoft: Building The Cloud, Securing The Future - How Microsoft Leveraged Azure To Lead In Cybersecurity (Pt.2)
Summary
* In Part 1 we discussed how Microsoft transitioned to the cloud
MSFT: Building The Cloud, Securing The Future - How Microsoft Leveraged Azure To Lead In Cybersecurity (Pt.1)
Summary
* In this two-part report, we gain a deep understanding of Microsoft&
Notes: Equinix - Navigating The Data Center Landscape In The Era Of GenAI
Summary
* Equinix excels in carrier hotels offering premium connectivity, while Digital Realty
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
Notes: CrowdStrike - A Dive Into The Impact
Summary
* CrowdStrike's software update caused a widespread system crash, impacting
Notes: GTLB - 1Q25 Overview & Google Acquisition Possibility?
Summary
* GitLab's 1Q25 results were solid, but overshadowed by the
Convequity Cybersecurity Taxonomy (Pt 2.1)
Summary
* Since our initial release of Part 1 of the Cybersecurity Taxonomy,
Themes: SD-WAN & SASE Industry Review 2024 (Pt.3)
Summary
* In Part 3 (the final part) we share our thoughts on
Okta Deep Dive Refresh (Pt.2)
Summary
* In Part 1 we covered the intermediate and long-term investor considerations
Okta Deep Dive Refresh (Pt.1)
Summary
* Despite the rivalry with Microsoft and other AM players, Okta continues