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
Hyperscalers Premium: Obscured by clouds A look at hyperscaler earnings this week, and some CIO spend intent reports this month. Data & Analytics Next-gen Security AMZN GOOG MSFT SNOW DDOG CRWD SaaS Industry
Data & Analytics Premium: The Modern Data Stack A look at how the Data & Analytics ecosystem has evolved, and what it's enabling from here. SNOW Databricks AMZN GOOG MSFT AI/ML