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Hyperscalers

Premium: Groundhog Day

A walk through hyperscaler earnings in Cloud Week.

Earnings MSFT GOOG AMZN SNOW MDB NVDA
  • muji

    muji

    Technologist, software developer, and investor.

    More posts by muji.

    muji

muji

2 Feb 2024 • 17 min read

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Earnings

Premium: Connective Clouds

A look at Confluent and Cloudflare earnings.

CFLT NET
  • muji
    muji
muji 13 Feb 2024 • 19 min read
Data & Analytics

Premium: A look at Microsoft Fabric

Microsoft is making some big moves towards a data lakehouse.

MSFT SNOW GOOG Databricks MDB ESTC NVDA CFLT META
  • muji
    muji
muji 30 Jan 2024 • 16 min read
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