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'
Meta Platforms Updates: Meta - Underappreciated GenAI Potential (Pt.1) Summary * In Part 1 we review the battle for GenAI supremacy and
CrowdStrike Notes: CrowdStrike - A Dive Into The Impact Summary * CrowdStrike's software update caused a widespread system crash, impacting
quarterly results Notes: GTLB - 1Q25 Overview & Google Acquisition Possibility? Summary * GitLab's 1Q25 results were solid, but overshadowed by the
cybersecurity taxonomy Convequity Cybersecurity Taxonomy (Pt 2.1) Summary * Since our initial release of Part 1 of the Cybersecurity Taxonomy,
SD-WAN Themes: SD-WAN & SASE Industry Review 2024 (Pt.3) Summary * In Part 3 (the final part) we share our thoughts on
OKTA Okta Deep Dive Refresh (Pt.2) Summary * In Part 1 we covered the intermediate and long-term investor considerations
OKTA Okta Deep Dive Refresh (Pt.1) Summary * Despite the rivalry with Microsoft and other AM players, Okta continues