Next-gen Security Premium: The coming wave of Security AI CrowdStrike and SentinelOne are creating LLM-backed SOC tools too. CRWD S MSFT GOOG PANW
AI/ML Premium: Google's AI & security moves Google's AI announcements out of their annual I/O event. Hyperscalers Next-gen Security GOOG MSFT CRWD S PANW DDOG SNOW
AI/ML Premium: OpenAI and Microsoft A look at OpenAI's evolution and the spread of LLMs across Microsoft's product lines. Hyperscalers Next-gen Security Data & Analytics MSFT
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
Next-gen Security Premium: CrowdStrike's investor briefing Thoughts on CrowdStrike's investor briefing, and some recent news. CRWD
Edge Networks Premium: Security Week 2023 A look at Cloudflare's Security Week in mid-March. Next-gen Security NET ZS
Earnings Premium: XDR winter How XDR providers CrowdStrike and SentinelOne fared this Q. Next-gen Security CRWD S
Next-gen Security Premium: A maturing SASE The highlights from Cloudflare's CIO Week. Edge Networks NET ZS PANW
Hyperscalers Premium: The security and DevOps view from AWS re:Invent A look at Security & DevOps announcements out of AWS re:Invent in Dec-22. Next-gen Security DevOps Tooling AMZN DDOG CRWD S ZS PANW HCP GTLB CFLT OKTA NET
Edge Networks Premium: A security edge A look at Cloudflare's new Zero Trust & SASE directions from GA & Birthday Week. Next-gen Security NET ZS PANW
Observability A dog-leg left A look at Datadog's product announcements out of this year's Dash. DevOps Tooling Next-gen Security DDOG
Next-gen Security Premium: The SASE front A look at earnings from SSE provider Zscaler, as well as what Palo Alto and Cloudflare are doing. ZS PANW NET CRWD
Next-gen Security Premium: The XDR front A look at earnings and updates from CrowdStrike, SentinelOne, and Palo Alto. PANW CRWD S ZS
Next-gen Security The Fal.con has landed Insights from CrowdStrike's Fal.con annual conference. CRWD S PANW ZS NET