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AI/ML Premium: Snowballing Platform New products emerging from Snowflake will contribute to FY25. Data & Analytics SNOW MSFT GOOG AMZN Databricks NVDA ESTC MDB PLTR NET CFLT
Hyperscalers Premium: Groundhog Day A walk through hyperscaler earnings in Cloud Week. Earnings MSFT GOOG AMZN SNOW MDB NVDA
Data & Analytics Premium: A look at Microsoft Fabric Microsoft is making some big moves towards a data lakehouse. MSFT SNOW GOOG Databricks MDB ESTC NVDA CFLT META
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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SaaS Industry Premium: A look at enterprise SaaS in 2021 A look at what Okta's latest Business @ Work report is telling us about enterprise SaaS usage over 2021. Next-gen Security Operational Tooling DevOps Tooling MNDY DDOG ZS TEAM SNOW MDB HCP
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DevOps Tooling Premium: A Brief History of Application Development A look at how the architecture and ecosystem around modern application development have evolved. Observability Edge Networks DDOG MDB ESTC SNOW CRWD CFLT TWLO AMZN MSFT GOOG GTLB
Data & Analytics Premium: A Confluent deep dive A dive into Confluent, who is going public soon, and their competitors. CFLT MDB ESTC Open Source
Data & Analytics Premium: A Kafka deep dive A look at the vital Kafka platform created by Confluent, who just released their released S-1 and is going public soon. DevOps Tooling CFLT MDB ESTC DDOG SNOW Open Source
Deep Dive A Snowflake deep dive A deep dive into their data & analytics cloud platform, and the many use cases it is enabling. Data & Analytics SNOW AYX MDB