Updates: Snowflake 3Q25 - Rethinking The AI Stack And SNOW's Role (Pt.2)
Summary
* SNOW's adoption of Iceberg and Polaris Catalog mitigates revenue
MDS
Updates: Snowflake & Databricks - Controlling The MDS And GenAI PaaS Future (Pt.4)
Summary
* Snowflake's future hinges on governance tools like Polaris and
Updates: Snowflake & Databricks - Controlling The MDS And GenAI PaaS Future (Pt.1)
Summary
* Thank you for your patience since our last publication. We are
Notes: Snowflake - Open Storage Competition (Pt.1)
Summary
* Fully embracing Iceberg will likely be a net positive for Snowflake,
Confluent (Pt.2) - Assessing Open-Core Business Model & Prospects
Summary
* Confluent (CFLT) excels in executing the open-core business model, leveraging proprietary
Updates: SNOW 4Q24 - Leadership Change, Competition, GTM, AI Talent War (Pt.1)
Themes: Open-Core And Long-Term Alpha (Pt.3)
Summary
* As the open-core business model is proving successful, we are seeing
Themes: Modern Data Stack
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Themes: Open-Core And Long-Term Alpha (Pt.2)
Summary
* Open-core data companies are thriving due to the unique demand landscape
Snowflake: Apple Of MDS (Part 3) & 1Q24 Update
Snowflake - The Apple Of MDS -Part 1
Summary
* SNOW is positioned very well at the centre of OLAP (Online