Updates: SNOW 4Q24 - Leadership Change, Competition, GTM, AI Talent War (Pt.1)
You might also like...
Notes: Meta - Controlling The Value Chain And Open-Core
Summary
* Our latest research on Meta has been divided into two Updates
Updates: Snowflake, Databricks & Palantir- Controlling The MDS And GenAI PaaS Future (Pt.3)
Summary
* In Part 3 we discuss AI PaaS (Platform-as-a-Service), comparing Snowflake'
Updates: Meta - Underappreciated GenAI Potential (Pt.1)
Summary
* In Part 1 we review the battle for GenAI supremacy and
Convequity's Valuation Update - Mid-Year Review 2024
Summary
* This is a mid-year valuation review covering cybersecurity, data, productivity, semiconductors,