By Convequity in Snowflake — Jul 1, 2024 Notes: Snowflake - Databricks + Tabular Acquisition Impact (Pt.2) Diving into the headwinds Databricks will face as they integrate Apache Iceberg into Delta Lake following the Tabular acquisition
Snowflake Notes: Snowflake - Open Storage Competition (Pt.1) Summary * Fully embracing Iceberg will likely be a net positive for Snowflake,
4Q24 Updates: SNOW 4Q24 - Leadership Change, Competition, GTM, AI Talent War (Pt.2) Summary * In Part 2 we dive into SNOW's products, both
SNOW Notes - SNOW New CEO & Strategy Review Summary * Frank Slootman's leadership has long been viewed as critical