Notes: Wiz - The Cloud Security Decacorn Challenging Palo Alto Networks
Summary
* Wiz has achieved phenomenal success competing against the giant Palo Alto
entry
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
Notes: GTLB - 1Q25 Overview & Google Acquisition Possibility?
Summary
* GitLab's 1Q25 results were solid, but overshadowed by the
Notes - CSCO's New Hypershield
Summary
* Cisco has been facing challenges as a legacy tech giant and
Notes - SNOW New CEO & Strategy Review
Summary
* Frank Slootman's leadership has long been viewed as critical
Notes - Okta 4Q24
Notes - Dropbox 4Q23
Notes - Tenable 4Q24
Notes - Lam Research 2Q24
Convequity MSU: Meta Platforms - Jan 2023
Summary
* After META's surge over the past 1 year, the