1. Data Infra
1.1. Database
1.1.1. NoSQL
1.1.1.1. MongoDB
1.1.1.1.1. Key updates
1.1.2. Overview
1.1.2.1. Sector update
1.1.2.1.1. 08042024: Software - 1Q24 round 1 checks
1.1.2.1.2. 01042024: Reviewing thesis post 4Q23 earnings season
1.1.2.1.3. 11032024: MS Conference key takes
1.1.2.2. Primer_Database
1.1.3. SQL
1.1.3.1. Snowflake
1.1.3.1.1. Primer_Snowflake
1.1.3.1.2. Key updates
1.1.3.2. Oracle
1.1.3.2.1. Key updates
1.2. DB-like computing frameworks
1.2.1. Big data: Hadoop & Spark
1.2.1.1. Informatica
1.2.1.1.1. Primer_Informatica
1.2.1.1.2. Key updates
1.2.1.2. Databricks
1.2.1.2.1. Primer - Hadoop & Spark
1.2.1.2.2. Key updates:
1.2.2. Full-text search: Lucene
1.2.2.1. Elastic
1.2.2.1.1. Primer_Elastic
1.2.2.1.2. Key updates
1.2.3. Data streaming: Kafka
1.2.3.1. Confluent
1.2.3.1.1. Primer - Stream Storage
1.2.3.1.2. Key updates
2. CyberSecurity
2.1. Sector update
2.1.1. 11032024: Security – setup post earnings season
2.1.2. 04032024: ZS/OKTA/PANW Earnings read-thrus
2.1.3. 04032024: Vulnerability Management quick screening
2.1.4. 26022024: Security round 1 checks
2.2. Platforms
2.2.1. Palo Alto Networks
2.2.1.1. Key updates
2.2.1.1.1. 20032024: SASE_FTNT read
2.2.1.1.2. 21022024: PANW_2QFY24 Earnings Calls
2.2.1.1.3. 21022024: Compensation of Nikesh Arora
2.2.2. CrowdStrike
2.2.2.1. Primer_CrowdStrike
2.2.2.2. Key updates
2.2.2.2.1. 05022024: Follow up research on CRWD portfolio
2.2.2.2.2. 09012024: Vulnerability Management quick screening
3. Developer Tools
3.1. JFrog
3.1.1. Primer_JFrog
3.1.2. Key updates
3.1.2.1. 07022024: Follow ups on weekly questions
3.1.2.2. 05022024: DevSecOps comparison
3.1.2.3. 09102024: Channel check feedbacks
3.1.2.4. 31012024: What is Artifactory
3.1.2.5. 02012024: Jfrog security modules
3.2. GitLab
3.2.1. Key update
3.2.1.1. 11122023: Updates
4. Operating Tools
4.1. Observability
4.1.1. Datadog
4.1.1.1. Primer_Datadog
4.1.1.2. Key updates
4.1.1.2.1. 18022024: Investor Day key slides
4.1.1.2.2. 07102023: History of DDOG
4.1.1.2.3. 06122023: DDOG_观测云CEO_Good_06122023
4.1.1.2.4. □ 02092023: DDOG New products_Aug 2023
4.2. ITSM
4.2.1. ServiceNow
4.2.1.1. Primer & CMDB & ServiceNow Tech Stack
4.2.1.2. Key updates
4.2.1.2.1. 28112023: NOW_UBS global tech conference_28112023
4.2.1.2.2. 20112023: Channel check feedbacks
4.2.1.2.3. 01082023: NOW_EX-Expert_Good_30072023
4.3. Project Management
4.3.1. Monday.com
4.3.1.1. Primer_Project Management_WIP
4.3.1.2. Key updates
4.3.1.2.1. 26022024: Project management software preliminary sorting
4.3.1.2.2. 22012024: Monday.com product deep-dive
5. AI and Cloud
5.1. Overview
5.1.1. Key updates
5.1.1.1. 25032024: Enterprise AI adoption survey_AI eats software?
5.1.1.2. 18032024: GPU workloads
5.1.1.3. 11032024: OP AI Stack
5.1.1.4. 19022024: OpenAI SW stack
5.1.1.5. 15012024: Software and GenAI – Round 1 of channel checks summary
5.1.1.6. 10122024: GenAI on customer service
5.1.1.7. 04012024: GenAI software screening
5.1.1.8. 25122023: GenAI updates
5.1.1.9. 21092023: Sequoia - Generative AI's Act Two
5.2. Cloud service providers
5.2.1. Amazon
5.2.1.1. Key updates
5.2.1.1.1. 29012024: AMZN and MSFT preview
5.2.1.1.2. 25112023: AMZN_NDR_29112023
5.2.1.1.3. 23092023: Sep2023 cloud/AI channel checks
5.2.1.1.4. 16092023: AWS Neuron
5.2.2. Microsoft
5.2.2.1. Key updates
5.2.2.1.1. 22012024: Azure and AWS preview
5.2.2.1.2. 22012024: MSFT GPU usage and Copilot
5.2.2.1.3. 10112023: M365 Copilot follow-up
5.3. Enterprise AI
5.3.1. Palantir
5.3.1.1. Primer_Palantir and C3.AI