Next-gen Security Premium: Opportunities in next-gen security Yay, the premium podcast returns. CRWD PANW MSFT GOOG S CYBR OKTA ZS NET Wiz
Next-gen Security A look at Rubrik A backup mgmt and data security startup IPOed in April. Data & Analytics RBRK CRWD PANW ZS MSFT
Data & Analytics Premium: Rubick's subtle shift Rubrik is moving from data security to data access layer. Next-gen Security RBRK SNOW NET PANW ZS CRWD DDOG AMZN GOOG MSFT Databricks CFLT
Data & Analytics Premium: Snowflake's AI moves A look at Snowflake's AI moves of late. SNOW Databricks AMZN GOOG MSFT
AI/ML Premium: NVIDIA's software moves Product announcements over the summer focused on AI agents and sovereign AI. NVDA SNOW Databricks AMZN GOOG MSFT NET
Hyperscalers Premium: Cloud AI shifts A look at hyperscaler moves across AI, Data, DevOps, and Security. AI/ML Data & Analytics Next-gen Security AMZN MSFT GOOG NVDA DDOG CRWD PANW S Databricks SNOW GTLB ZS NET MDB PLTR OKTA CYBR CFLT ARM PATH META
Hyperscalers Premium: Cloud inflection A look at hyperscaler earnings from Q3 2024. Earnings AMZN GOOG MSFT NVDA META TSLA
Next-gen Security Premium: Identity moves A look at the shifts and M&A across the Identity Security market, and how Okta's stumbles let CyberArk catchup. CYBR OKTA MSFT CRWD ZS PANW S Wiz NET RBRK
Next-gen Security Premium: SIEM moves The SIEM market is seeing a death by a thousand cuts. CRWD PANW S MSFT GOOG AMZN DDOG FTNT ESTC NET ZS SNOW AI/ML
Next-gen Security Premium: Security shifts A look at the XDR, CNAPP, and SIEM landscapes. CRWD S MSFT PANW ZS DDOG FTNT Netskope Wiz NET
Earnings Premium: Lost in the crowd A look at CrowdStrike Q225 earnings and impacts from "the incident". Next-gen Security CRWD S PANW MSFT FTNT
AI/ML Premium: NVIDIA's woes NVIDIA's supply constraints have been easing until it hit some Blackwell delays. NVDA AMZN GOOG MSFT
Earnings Premium: Monday Monday A quick look at Monday's earnings and some competitive moves. Operational Tooling MNDY ASAN SMAR MSFT TEAM HUBS FRSH
Hyperscalers Premium: The Cloud AI Wars A look at cloud results for Q2 2024, and the rising demand for GPUs. AMZN GOOG MSFT NVDA PLTR Databricks SNOW AI/ML GTLB CRWD