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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
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Hyperscalers Premium: The data view from AWS re:Invent A look at Data & Analytics announcements out of AWS re:Invent in Nov/Dec-22. Data & Analytics AMZN SNOW CFLT Databricks ESTC
Data & Analytics Premium: A few streams coming together Confluent has been making some interesting moves of late. CFLT Databricks
Earnings Premium: The downfall of software A recap of Confluent, Datadog, Bill, and Cloudflare earnings this week. CFLT DDOG BILL NET
DevOps Tooling The Benefits of Modern Architectures A look at some of the benefits of modern application architectures, and how DevOps workflows can automate over it all. HCP CFLT DDOG GTLB NET
DevOps Tooling A Brief History of Application Development A look at how the architecture and ecosystem around modern application development have evolved. Observability Edge Networks AMZN GOOG MSFT CFLT HCP TWLO MDB
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Edge Networks Premium: An Application Cloud Cloudflare is shifting from application services into a fully-featured application cloud. NET FSLY CFLT