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
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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