Operational Tooling Premium: Removing the Fig Leaf A look at Figma's first quarter as a public company. DevOps Tooling FIG
Operational Tooling Understanding Figma A look at Figma's potential and IPO. DevOps Tooling FIG ADBE MNDY
Hyperscalers Premium: Cloud Week Q2 2025 The hyperscaler clouds are accelerating revenue and capex. NVDA AMZN MSFT GOOG ORCL META CRWD SNOW Databricks PANW NET NTSK DDOG GTLB AI/ML Edge Networks DevOps Tooling CRWV NBIS
Earnings Premium: Edge Inflection A look at Cloudflare's Q225 results and their shift into becoming an AI content layer. Edge Networks AI/ML DevOps Tooling Next-gen Security NET NTSK ZS PANW CYBR RDDT Databricks SNOW
Operational Tooling Premium: One last look at Figma A walk through their GTM motions, major structural change in pricing, and growth vectors from here. DevOps Tooling FIG ADBE Miro MNDY TEAM GTLB MSFT GOOG
Operational Tooling Premium: The Figma platform A walk through their new products and where it is all leading. DevOps Tooling FIG MNDY MSFT GOOG TEAM ADBE GTLB Miro
Operational Tooling Premium: Understanding Figma A look at Figma's potential before its pending IPO. DevOps Tooling FIG ADBE MNDY
Earnings Premium: Go on, Git GitLab is getting a new CEO and has made a number of AI moves. DevOps Tooling GTLB MSFT AMZN GOOG DDOG CRWD PANW DT
Operational Tooling Premium: Catching up on Monday A look at what came out of IR day and the 2 earnings since. DevOps Tooling MNDY
DevOps Tooling Premium: GitLab rebounding GitLab is set up to have a strong FY25. GTLB HCP MSFT TEAM DDOG CRWD PANW
Edge Networks Premium: Cloudflare's dev & security moves The dev and security moves from Cloudflare of late. Next-gen Security DevOps Tooling NET ZS PANW
AI/ML Premium: Google's moves in security, networking, and DevOps A look at the other moves from GCP beyond data and AI. Next-gen Security Edge Networks DevOps Tooling Hyperscalers GOOG NET ZS CRWD PANW S GTLB MSFT DDOG FSLY AMZN
AI/ML Premium: Wandering through the watchlist 2 A look at GitLab, HashiCorp, Bill, and Alteryx. Operational Tooling DevOps Tooling Next-gen Security GTLB HCP BILL AYX Earnings
AI/ML Premium: Moving fast with AI A look at GitLab's just announced AI features, and the implications at the app layers. DevOps Tooling GTLB DDOG PANW GOOG MSFT