Notes: Palantir - Updating On AIP, Ontology, & OSDK
Summary
* Following the recent AIP event, we wanted to share some updated
Convequity
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
Confluent (Pt.2) - Assessing Open-Core Business Model & Prospects
Summary
* Confluent (CFLT) excels in executing the open-core business model, leveraging proprietary
IPO: Rubrik - Last Line Of Defense (Pt.2)
Summary
* Rubrik's IPO marks the first cybersecurity vendor to go
Convequity Cybersecurity Taxonomy (Pt 2.2)
Summary
* In Part 2.2 we discuss the dynamics of the network
IPO: Rubrik - Last Line Of Defense (Pt.1)
Summary
* Rubrik's IPO marks the first cybersecurity vendor to go