Operational Tooling Premium: A glance at Klaviyo A look at what Klaviyo provides and where it's going. KYVO BRZE HUBS SHOP
Operational Tooling Premium: A Samara deeper dive A detailed look at Samsara's execution and where it goes from here. AI/ML IOT
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: 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
Earnings Premium: Too many worries at Bill A look at the rising concerns from Bill. Operational Tooling BILL
Operational Tooling Premium: Catch up on the dot coms Catching up on the operational tooling platforms of Monday.com and Bill.com. MNDY BILL DevOps Tooling
Operational Tooling A Bill.com deep dive A look at what Bill.com provides, and where it is going with its two recent acquisitions. BILL Stripe MQ
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
Next-gen Security Premium: The next big thing in 2022 What will be the next big thing in 2022? Probably the same things that have driven the major tech trends over the past 2-3 years. CRWD ZS NET DDOG Operational Tooling
Operational Tooling Premium: A Bill.com deep dive A look at what Bill.com provides, and where it is going with its two new acquisitions. BILL MQ Stripe
Operational Tooling Premium: Automating the workflows A look at team workflow management tools, and how they are becoming the building blocks that can stitch together workflows across all the tools used. MNDY ASAN SMAR