Snowflake's rapid growth deceleration has undermined investor sentiment and created concerns about competition. I continue to think that Snowflake's problems are due to a soft demand environment and a ...
In 2020, I penned a note entitled, "Nvidia: Accelerating Our Reality Upload." As mankind further develops the ability to replicate our current reality, I believe the demand for unique configurations ...
Snowflake operates in a sweet spot of enterprise software — a data infrastructure layer increasingly central to AI deployment. But that macro opportunity has yet to fully translate into breakout ...
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