Updates: PLTR – The LLM Enabler For Enterprise (Pt.2)
Summary
* AIP is PLTR's catalyst to roaring success, though in
data
Themes: Open-Core and Long-Term Alpha (Pt.4)
Summary
* This is the fourth and final part of the Open-Core series
Themes: Open-Core And Long-Term Alpha (Pt.2)
Summary
* Open-core data companies are thriving due to the unique demand landscape
Updates - SentinelOne 3Q23
Summary
* Even amid deteriorating macro conditions, S’ business is proving highly scalable
Snowflake - The Apple Of MDS -Part 1
Summary
* SNOW is positioned very well at the centre of OLAP (Online
Updates - Palantir 3Q22
Summary
* In 3Q22, there's a continued slowdown in revenue recognition
(Free) Convequity's 20 Min Podcast EP02: PLTR
To listen to episode 2 of the new podcast series click the