Explore our full content library.

Found 14 results in 3ms

Mar 25, 2025

KX: Data Processing Efficiency

Former Product Marketing Executive at KX

KX•US•Small CapDatabricksSnowflakeAmazonMicrosoftInternational Business MachinesGoogleSwitching CostsScale EconomiesNetwork EffectsB2B 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•Large CapDatabricksLoarWencorFTAI AviationHEICOGreen Landscaping GroupCarrier GlobalSnowflakeMongoDBWatscoDanaherGeneral ElectricSafranTransDigm Group

Aug 5, 2024

MongoDB, Snowflake vs Databricks and the GenAI Tech Stack

President at Data Management Consulting Firm

Partner Interview

MongoDB•US•Large CapElasticPineconeSnowflakeDatabricksOracleAmazonSwitching CostsScale EconomiesNetwork EffectsB2B SoftwareVertically Integrated RetailerPhysical Infra & NetworksInformation TechnologyConsumer Discretionary

Weekly 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

Weekly Update: Amazon Retail Unit Economics, Databricks vs SNOW, Texas Instruments, Sonova, WANdisco

Amazon•US•Mega CapDatabricksWANdiscoSnowflakeSonovaAnalog Devices

Oct 29, 2022

Databricks: Melting the SNOW

Former Director at AWS and Current Strategic Executive at Databricks

Partner Interview

DatabricksSnowflakeAmazonSwitching CostsScale EconomiesNetwork EffectsB2B SoftwareVertically Integrated RetailerPhysical Infra & NetworksInformation TechnologyConsumer Discretionary

Weekly update

Oct 11, 2022

Weekly Update: Costco's International Opportunity, GCP, Databricks, Cogent Communications

Costco Wholesale•US•Mega CapDatabricksSnowflakeGoogleAmazonMicrosoftCogent Communications

Oct 10, 2022

Databricks, Snowflake, GCP, & Public Cloud Competition

Former Director at Google Cloud

Partner Interview

DatabricksSnowflakeAmazonMicrosoftSwitching CostsScale EconomiesNetwork EffectsB2B SoftwareVertically Integrated RetailerPhysical Infra & NetworksInformation TechnologyConsumer Discretionary

You've reached the end

Explore our full content library.

KX: Data Processing Efficiency

Procore, Danaher, FTAI, Heico PMA vs TransDigm, Terravest, Kinsale, MongoDB, HVAC, Loar Group, Green Landscaping

MongoDB, Snowflake vs Databricks and the GenAI Tech Stack

Burford Capital: Law Firm Survey, GYM & Discount Gyms, Hilton, EVO, DDOG & SNOW, Vistry Group, W vs AMZN, Fortinet

DataDog, Snowflake, & DevOps Tooling: a Customer's Workflow

Snowflake: Pace Of Innovation & Next Growth Vectors

Trupanion, HEICO / Wencor MRO, Alteryx, SNOW, Essentra, FD Technologies

Snowflake: IaaS vs PaaS & Analytics Budgets

Carvana, Snowflake, Credit Acceptance, Kinsale, Mainfreight, CSI

Snowflake & Databricks: Comparison, AI & Convergence of Offering

Weekly Update: Amazon Retail Unit Economics, Databricks vs SNOW, Texas Instruments, Sonova, WANdisco

Databricks: Melting the SNOW

Weekly Update: Costco's International Opportunity, GCP, Databricks, Cogent Communications

Databricks, Snowflake, GCP, & Public Cloud Competition