Updates: Netskope - Data-Centric Approach To Cybersecurity (Pt.1)
Summary
* In this Part 1 of Updates, we discuss Netskope's
Convequity
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
Notes: Wiz - The Cloud Security Decacorn Challenging Palo Alto Networks
Summary
* Wiz has achieved phenomenal success competing against the giant Palo Alto
Notes: Snowflake - Databricks + Tabular Acquisition Impact (Pt.2)
Notes: Snowflake - Open Storage Competition (Pt.1)
Summary
* Fully embracing Iceberg will likely be a net positive for Snowflake,
Notes: Palantir - Updating On AIP, Ontology, & OSDK
Summary
* Following the recent AIP event, we wanted to share some updated
Confluent (Pt.3) - Stream Processing TAM Expansion Potential
Related technologies and companies: Databricks, Snowflake, RisingWave, Alibaba
Summary
* Stream processing is
Notes: GTLB - 1Q25 Overview & Google Acquisition Possibility?
Summary
* GitLab's 1Q25 results were solid, but overshadowed by the