Notes: Meta - Controlling The Value Chain And Open-Core
Summary
* Our latest research on Meta has been divided into two Updates
Convequity
Updates: Snowflake, Databricks & Palantir- Controlling The MDS And GenAI PaaS Future (Pt.3)
Summary
* In Part 3 we discuss AI PaaS (Platform-as-a-Service), comparing Snowflake'
Updates: Meta - Underappreciated GenAI Potential (Pt.1)
Summary
* In Part 1 we review the battle for GenAI supremacy and
Convequity's Valuation Update - Mid-Year Review 2024
Summary
* This is a mid-year valuation review covering cybersecurity, data, productivity, semiconductors,
Notes: Fortinet - Huge Promise With Notable Caveats From The Lacework Acquisition
Summary
* Mid-2024 cybersecurity M&A saw surprising acquisitions with Wiz attempting
Updates: Netskope - Can The NewEdge Shake Up SASE & The Broader Enterprise Networking Landscape (Pt.2)
Summary
* In Part 1, we discussed Netskope's data-centric approach to
Updates: Netskope - Data-Centric Approach To Cybersecurity (Pt.1)
Summary
* In this Part 1 of Updates, we discuss Netskope's
Notes: Netskope - A Unique Background Among SASE
Summary
* This updated Netskope research is split into one Notes and two
Updates: Snowflake & Databricks - Controlling The MDS And GenAI PaaS Future (Pt.2)
Summary
* If you have any questions not answered in this report, please
Notes: CrowdStrike - A Dive Into The Impact
Summary
* CrowdStrike's software update caused a widespread system crash, impacting
Updates: Snowflake & Databricks - Controlling The MDS And GenAI PaaS Future (Pt.1)
Summary
* Thank you for your patience since our last publication. We are
Updates: Wiz - The PANW Prisma Cloud Rivalry; Head-To-Head Comparison
Summary
* Wiz's more unified platform gives it a notable advantage