Updates: Wiz - The PANW Prisma Cloud Rivalry; Head-To-Head Comparison
Summary
* Wiz's more unified platform gives it a notable advantage
Convequity
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
Updates: Cloudflare - The Three S-Curves (Pt.4) - 1Q24 Overview, SASE GTM Dynamics, & Valuation
Summary
* In the final part of the Cloudflare series we discuss the
Notes - CSCO's New Hypershield
Summary
* Cisco has been facing challenges as a legacy tech giant and
Updates: Cloudflare - The Three S-Curves (Pt.3) - NET's Strengths & Challenges In Edge Compute & GenAI
Summary
* In Part 3 we compare NET to its edge compute rivals.
Updates: Cloudflare - The Three S-Curves (Pt.2) - NET's SASE Strengths In CASB, SD-WAN, & Beyond
Summary
* In Part 2 we discuss Act 2, Cloudflare's entrance
Updates: Cloudflare - The Three S-Curves (Pt.1) - How Will NET Navigate API Security Market Dynamics?
Summary
* It has been a while since we conducted a deep dive