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
Data & Analytics Premium: Ahead of the storm A look at recent acquisitions and moves from Snowflake and its partners & competition. SNOW
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
Data & Analytics Premium: What they will build Recap of Snowflake's BUILD event and their dev ecosystem. SNOW
Hyperscalers Premium: What is the Supercloud? A look at how Snowflake and Cloudflare are adopting the Supercloud mantle. Data & Analytics Edge Networks AMZN MSFT GOOG SNOW Databricks NET
Data & Analytics Premium: Snow Day A look at the announcements this week from Snowflake's Snow Day. SNOW