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
3Q25 Updates: Snowflake 3Q25 - Rethinking The AI Stack And SNOW's Role (Pt.2) Summary * SNOW's adoption of Iceberg and Polaris Catalog mitigates revenue
Snowflake Updates: SNOW 3Q25 - Pioneering Unstructured Data Pipelines With Datavolo (Pt.1) Summary * Strategic acquisitions like Night Shift Development and Datavolo bolster Snowflake'
Snowflake Updates: Snowflake & Databricks - Controlling The MDS And GenAI PaaS Future (Pt.4) Summary * Snowflake's future hinges on governance tools like Polaris and
LLM 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'