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Modern Data Stack

Themes: Modern Data Stack

Themes: Modern Data Stack

This is a free post that has also been shared on Substack. It is a high-level overview of the Modern Data Stack. For more detailed insights please search for our reports related to Snowflake. Summary We discuss the journey toward the Modern Data Stack, what it consists of, key players to watch, and its emerging trends. Snowflake's (SNOW's) Pros and Cons as the Modern Data Stack Evolves Pros * To increase the speed at which data turns into business insights, enterprises need more data to

17 min read 27 Jul 2023

Themes: Open-Core And Long-Term Alpha (Pt.2)

16 min read 21 Jul 2023

Themes: Open-Core And Long-Term Alpha (Pt.2)

Summary * Open-core data companies are thriving due to the unique demand landscape for the modern data stack that requires open-source instead of close-source SaaS productivity tools. * Early innovators have experienced bumpy rides towards IPOs and commercial success. Due to substantial changes, business models and collaborations across the

Snowflake: Apple Of MDS (Part 3) & 1Q24 Update

21 min read 28 May 2023

Snowflake: Apple Of MDS (Part 3) & 1Q24 Update

24 min read 07 Dec 2022

Snowflake - The Apple Of MDS -Part 1

Summary * SNOW is positioned very well at the centre of OLAP (Online Analytical Processing), the Modern Data Stack (MDS), and the growthy areas of the data sector. * There is substantial amount of competition across all disaggregated stacks, catalysed by the Cambrian-like explosion of MDS. * The market should be big

7 min read 16 Nov 2022

Updates - Palantir 3Q22

Summary * In 3Q22, there's a continued slowdown in revenue recognition but an upturn in RPO, deal value, & # of large deals made - positive signs for future revenue. * Ontology, ontology, ontology – this is Palantir’s fundamental differentiator versus the competition. We recap on its significance. * The current valuation indicates