AI/ML Premium: OpenAI and Microsoft A look at OpenAI's evolution and the spread of LLMs across Microsoft's product lines. Hyperscalers Next-gen Security Data & Analytics MSFT
AI/ML Premium: Ramifications of AI A look at the ramifications of Generative AI, and what areas of investment are most interesting. Data & Analytics Next-gen Security Observability Operational Tooling Hyperscalers
AI/ML Premium: Layers of AI A primer on the layers of AI, and what is driving the advancements in Generative AI. Hyperscalers
Next-gen Security Premium: CrowdStrike's investor briefing Thoughts on CrowdStrike's investor briefing, and some recent news. CRWD
Earnings Premium: Too many worries at Bill A look at the rising concerns from Bill. Operational Tooling BILL
Edge Networks Premium: Security Week 2023 A look at Cloudflare's Security Week in mid-March. Next-gen Security NET ZS
Earnings Premium: XDR winter How XDR providers CrowdStrike and SentinelOne fared this Q. Next-gen Security CRWD S
Data & Analytics Premium: Ahead of the storm A look at recent acquisitions and moves from Snowflake and its partners & competition. SNOW
Earnings Premium: Scrutiny and prudence A look at recent earnings from Confluent, Cloudflare, and Datadog. CFLT NET DDOG
Observability Premium: Watching the Clouds A look at the signals in clouds and observability. Hyperscalers DDOG MSFT GOOG DT AMZN
