Updates: Snowflake 3Q25 - Rethinking The AI Stack And SNOW's Role (Pt.2)
Summary
* SNOW's adoption of Iceberg and Polaris Catalog mitigates revenue
Modern Data Stack
Updates: Snowflake & Databricks - Controlling The MDS And GenAI PaaS Future (Pt.2)
Summary
* If you have any questions not answered in this report, please
Confluent (Pt.3) - Stream Processing TAM Expansion Potential
Related technologies and companies: Databricks, Snowflake, RisingWave, Alibaba
Summary
* Stream processing is
Confluent (Pt.2) - Assessing Open-Core Business Model & Prospects
Summary
* Confluent (CFLT) excels in executing the open-core business model, leveraging proprietary
Updates: SNOW 4Q24 - Leadership Change, Competition, GTM, AI Talent War (Pt.2)
Summary
* In Part 2 we dive into SNOW's products, both
CSCO + SPLK - A Financial Engineering Driven Deal (Pt.3)
Summary
* In Part 3 and the final part, we navigate the competitive
Themes: Open-Core And Long-Term Alpha (Pt.3)
Summary
* As the open-core business model is proving successful, we are seeing
Themes: Modern Data Stack
This is a free post that has also been shared on Substack.
Themes: Open-Core And Long-Term Alpha (Pt.2)
Summary
* Open-core data companies are thriving due to the unique demand landscape
Snowflake: Apple Of MDS (Part 3) & 1Q24 Update
Snowflake - Apple Of MDS - Part 2
Summary
* SNOW's lead on the computer engine side is still
Snowflake - The Apple Of MDS -Part 1
Summary
* SNOW is positioned very well at the centre of OLAP (Online