Earnings Premium: Snowflake Q224 A look at Snowflake's latest results and AI moves from here. AI/ML Data & Analytics SNOW
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
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
Hyperscalers 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 Databricks ESTC CFLT MSFT GOOG
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