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Themes: Open-Core And Long-Term Alpha (Pt.3)
open-core

Themes: Open-Core And Long-Term Alpha (Pt.3)

Summary * As the open-core business model is proving successful, we are seeing next-gen startups emerge at rapid rates and public open-core names experience a slower growth decay. * In Part 2, we looked at major names that are public or have been taken private, such as MongoDB, Cloudera & Hortonworks, Elastic, and Confluent. * In Part 3, we'll cover emerging next-gen open-core startups within the data markets to put on your radar. Startups As one of the most hyped sectors in enterprise te
29 min read 01 Aug 2023
Themes: Modern Data Stack
MDS
17 min read 27 Jul 2023

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

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