Data & Analytics Premium: Digesting the Data Duel A summary of what came out of the Data Duel week, and how it positions Snowflake vs Databricks. AI/ML SNOW Databricks
Data & Analytics A few streams coming together Confluent has been making some interesting moves of late. CFLT Databricks
AI/ML Premium: Wandering through the watchlist 2 A look at GitLab, HashiCorp, Bill, and Alteryx. Operational Tooling DevOps Tooling Next-gen Security GTLB HCP BILL AYX Earnings
Data & Analytics The Modern Data Stack A look at how the Data & Analytics ecosystem has evolved, and what it's enabling from here. AI/ML SNOW Databricks AMZN GOOG MSFT
Data & Analytics Premium: Data Duel, Day 3 A look at new announcements from Databricks at Data+AI Summit. AI/ML Databricks SNOW MSFT GOOG AMZN
Data & Analytics Premium: Data Duel, Day 2 A look at new announcements from Snowflake at Summit. AI/ML SNOW Databricks MSFT AMZN GOOG AYX
Data & Analytics Premium: Data Duel, Day 1 Big news from day 1 of the Data Summits. AI/ML SNOW Databricks NVDA MSFT
Data & Analytics Premium: Snowflake vs Databricks A look at Snowflake and Databricks before their conflicting Summits next week. SNOW Databricks GOOG AMZN MSFT
AI/ML Premium: Wandering through the watchlist Let's walk through how Samsara, Confluent, Zscaler, and Okta are doing. Next-gen Security Data & Analytics IOT CFLT ZS OKTA
Technology Premium: Apple's new mixed-reality headset Apple is creating a new computing device you wear on your head. AAPL GOOG MSFT META U
Next-gen Security Premium: The coming wave of Security AI CrowdStrike and SentinelOne are creating LLM-backed SOC tools too. CRWD S MSFT GOOG PANW
AI/ML Layers of AI A primer on the layers of AI, and what is driving the advancements in Generative AI. Hyperscalers
AI/ML Premium: Google's AI & security moves Google's AI announcements out of their annual I/O event. Hyperscalers Next-gen Security GOOG MSFT CRWD S PANW DDOG SNOW
