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Updates: Meta - Underappreciated GenAI Potential (Pt.2)

Updates: Meta - Underappreciated GenAI Potential (Pt.2)

Summary * META's Llama project requires monetization strategies as funding scales to $100bn+, with potential approaches including SaaS and enterprise solutions. * META can leverage Llama for consumer applications and enterprise solutions, fostering a developer ecosystem while generating revenue through governance and alignment services and enhanced features. * META's monetization options include mimicking Google's Android bundle, adopting strategies like Databricks/Palantir, or exploring new

Notes: Meta - Controlling The Value Chain And Open-Core

03 Sep 2024 Meta Platforms

Notes: Meta - Controlling The Value Chain And Open-Core

Summary * Our latest research on Meta has been divided into two Updates and one Notes report (this one). Updates (Pt.2) will be published in a few days. * Controlling LLM technology is crucial for META's adtech dominance, enhancing ROAS, user engagement, and future AI-driven products like chatbots and

Updates: Meta - Underappreciated GenAI Potential (Pt.1)

26 Aug 2024 Meta Platforms

Updates: Meta - Underappreciated GenAI Potential (Pt.1)

Summary * In Part 1 we review the battle for GenAI supremacy and how Meta's Llama has emerged as a foundation model leader, despite the odds. * We discuss the challenges Mistral, the previous open-source LLM leader, is facing when competing against Meta and closed source LLM leaders. * In Part

Notes: Snowflake - Open Storage Competition (Pt.1)

23 Jun 2024 Snowflake

Notes: Snowflake - Open Storage Competition (Pt.1)

Summary * Fully embracing Iceberg will likely be a net positive for Snowflake, but with a number of caveats. * The Tabular acquisition highlights the weaknesses and past missteps of Databricks. Integration will be a big challenge. * The future of Iceberg remains uncertain, but with broad ecosystem adoption it is unlikely that

Confluent (Pt.2) - Assessing Open-Core Business Model & Prospects

19 May 2024 Confluent

Confluent (Pt.2) - Assessing Open-Core Business Model & Prospects

Summary * Confluent (CFLT) excels in executing the open-core business model, leveraging proprietary components, an enterprise go-to-market strategy, managed services, and continually evolving features. * The build vs. buy dilemma remains a significant challenge for open-core companies. * However, future trends are likely to favor open-core companies due to increasing technical complexity, a

Convequity MSU: Meta Platforms - Jan 2023

22 Jan 2024 MSU

Convequity MSU: Meta Platforms - Jan 2023

Summary * After META's surge over the past 1 year, the stock isn't super cheap, though on a conservative projection basis, there seems to be 30%+ upside left. * In this MSU report, we've found that M views are extremely shallow with limited alpha, and S

Investor Guide To DevOps Landscape (Pt.1)

02 Oct 2023 DevOps

Investor Guide To DevOps Landscape (Pt.1)

Summary * In this Investor Guide we review GitLab and 10 of its DevOps platform rivals. We've developed an evaluation framework to score each vendor across a variety of aspects. * We also present a number of metrics related to open-source community engagement, which is a key component for each

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