By Equity Research in SNOW — Mar 20, 2024 Updates: SNOW 4Q24 - Leadership Change, Competition, GTM, AI Talent War (Pt.1) Snowflake, data, and GenAI
SASE Netskope: Context-Rich Security for the AI Era (Pt.2) Summary * This section uses a framework to clarify how AI shifts security
Software 3.0 Notes: Convequity’s Lens on Software 3.0 Investing Summary * Software 3.0 mirrors the early internet era: AI is in
SaaS Notes - When AI Meets SaaS: Disruption, Adaptation, and the Moat of Taste Summary * AI threatens enterprise SaaS more than consumer apps, as agentic interfaces