Recent earnings prints from Amazon.com Inc. and Snowflake Inc., along with new survey data, have provided additional context on top of the two events that Snowflake and Databricks Inc. each hosted last June. Specifically, we believe that the effects of ...
Over the past several months we’ve produced a number of in-depth analyses laying out our mental model for the future of data platforms. There are two core themes: 1) Data from people, places, things and activities in the real world drive applications, ...
Uber Technologies Inc. has one of the most amazing business models ever created. The company’s mission is underpinned by technology that helps people go anywhere and get anything — and the results have been stunning. In just over a decade, ...
Our research and analysis point to a new modern data stack that is emerging where apps will be built from a coherent set of data elements that can be composed at scale. Demand for these apps will come from organizations ...
When Apache Spark became a top-level project in 2014, and shortly thereafter burst onto the big data scene, it along with the public cloud disrupted the big data market. Databricks Inc. cleverly optimized its tech stack for Spark and took advantage ...
