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Mar 17, 2026
Salesforce, Informatica & Building Context for Agentic Workflows
Jan 13, 2026
Zeta Global: Marketing Platform Economics, Pricing & Competition
Partner Interview
Zeta Global•US•Mid CapSalesforceSnowflakeLiveRampAmazonGoogleOracleSwitching CostsNetwork EffectsScale EconomiesB2B SoftwareVertically Integrated RetailerPhysical Infra & NetworksMarketplaces & PlatformsInformation TechnologyConsumer DiscretionaryCommunication ServicesDec 8, 2025
Zeta Global & Snowflake: Partnership
Partner Interview
Zeta Global•US•Mid CapAdobeSalesforceSnowflakeSwitching CostsB2B SoftwareInformation TechnologyMar 25, 2025
KX: Data Processing Efficiency
Partner Interview
KX•US•Small CapDatabricksSnowflakeAmazonMicrosoftInternational Business MachinesGoogleSwitching CostsNetwork EffectsScale EconomiesB2B SoftwareVertically Integrated RetailerPhysical Infra & NetworksMarketplaces & PlatformsEnergyInformation TechnologyConsumer DiscretionaryCommunication Services
Weekly update
Aug 7, 2024
Procore, Danaher, FTAI, Heico PMA vs TransDigm, Terravest, Kinsale, MongoDB, HVAC, Loar Group, Green Landscaping
Procore•US•Mid CapDatabricksLoarWencorFTAI AviationHEICOGreen Landscaping GroupCarrier GlobalSnowflakeMongoDBWatscoDanaherGeneral ElectricSafranTransDigm Group
Aug 5, 2024
MongoDB, Snowflake vs Databricks and the GenAI Tech Stack
Partner Interview
MongoDB•US•Large CapElasticPineconeSnowflakeDatabricksOracleAmazonSwitching CostsNetwork EffectsScale EconomiesB2B SoftwareVertically Integrated RetailerPhysical Infra & NetworksInformation TechnologyConsumer DiscretionaryWeekly update
Dec 13, 2023
Burford Capital: Law Firm Survey, GYM & Discount Gyms, Hilton, EVO, DDOG & SNOW, Vistry Group, W vs AMZN, Fortinet
Burford Capital•GG•Small CapThe GymEvolutionWayfairFortinetSnowflakeAmazonDatadogDatabricksHilton Grand VacationsZscalerCisco
Dec 12, 2023
DataDog, Snowflake, & DevOps Tooling: a Customer's Workflow
Partner Interview
Datadog•US•Large CapHashiCorpSnowflakeDatabricksCapital One FinancialSwitching CostsB2B SoftwareInformation TechnologyFinancialsSep 21, 2023
Alteryx: Competition, Enterprise Sales & Use-Cases
Partner Interview
Alteryx•US•Mid CapMicrosoftSalesforceSnowflakeSwitching CostsPhysical Infra & NetworksB2B SoftwareInformation TechnologyWeekly update
Aug 16, 2023
Spotify, Constellation Software, Snowflake, Dino Polska, Trupanion, Diploma PLC
Spotify•LU•Large CapSnowflakeTrupanionDiploma
Aug 14, 2023
Snowflake: Pace Of Innovation & Next Growth Vectors
Partner Interview
Snowflake•US•Large CapDatabricksMicrosoftAmazonSwitching CostsNetwork EffectsScale EconomiesB2B SoftwarePhysical Infra & NetworksVertically Integrated RetailerInformation TechnologyConsumer DiscretionaryWeekly update
Jul 26, 2023
Trupanion, HEICO / Wencor MRO, Alteryx, SNOW, Essentra, FD Technologies
Trupanion•US•Small CapSnowflakeHEICOEssentraAlteryxDatabricksDiplomaAARAmazon
Jul 26, 2023
Snowflake: IaaS vs PaaS & Analytics Budgets
Partner Interview
Snowflake•US•Large CapDatabricksMicrosoftGoogleAmazonSwitching CostsNetwork EffectsScale EconomiesB2B SoftwarePhysical Infra & NetworksMarketplaces & PlatformsVertically Integrated RetailerInformation TechnologyCommunication ServicesConsumer DiscretionaryWeekly update
Jul 20, 2023
Carvana, Snowflake, Credit Acceptance, Kinsale, Mainfreight, CSI
Carvana•US•Large CapOwens CorningDatabricksSnowflakeMainfreightCredit AcceptanceConstellation SoftwareCarMax
Jul 17, 2023
Snowflake & Databricks: Comparison, AI & Convergence of Offering
Partner Interview
Snowflake•US•Large CapDatabricksMicrosoftGoogleAmazonSwitching CostsNetwork EffectsScale EconomiesB2B SoftwarePhysical Infra & NetworksMarketplaces & PlatformsVertically Integrated RetailerInformation TechnologyCommunication ServicesConsumer DiscretionaryWeekly update
Mar 28, 2023
Weekly Update: AMZN US Logistics, Ashtead, Snowflake, NOW, Hearing Aids, Confluent
Amazon•US•Mega CapServiceNowConfluentSnowflakeGN Store NordGoogleAshtead GroupDemantShopifyFedExSonova
Mar 27, 2023
Snowflake: Investment Trends & Cost Optimization
Partner Interview
Snowflake•US•Large CapGoogleAmazonSwitching CostsNetwork EffectsScale EconomiesB2B SoftwarePhysical Infra & NetworksMarketplaces & PlatformsVertically Integrated RetailerInformation TechnologyCommunication ServicesConsumer DiscretionaryMar 6, 2023
ServiceNow: Competing with Jira & Datadog
Partner Interview
ServiceNow•US•Large CapAtlassianDatadogSnowflakeSwitching CostsB2B SoftwareInformation TechnologyFeb 13, 2023
Snowflake, Synapse, and Redshift: Customer Angle
Partner Interview
Snowflake•US•Large CapMicrosoftAmazonGoogleSwitching CostsNetwork EffectsScale EconomiesB2B SoftwarePhysical Infra & NetworksVertically Integrated RetailerMarketplaces & PlatformsInformation TechnologyConsumer DiscretionaryCommunication ServicesWeekly update
Nov 1, 2022
Weekly Update: Amazon Retail Unit Economics, Databricks vs SNOW, Texas Instruments, Sonova, WANdisco
Amazon•US•Mega CapDatabricksWANdiscoSnowflakeSonovaAnalog Devices
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