What’s Zuck and $META cooking?

$DDOG increased overall headcount by 52% Y/Y in Q3 vs consensus rev growth estimate of 62% Y/Y. For context -> in Q2, headcount grew 62% Y/Y vs actual top-line growth of 74%. We'll see how it pans out in the am!

In summary, Snyk has been successful due to their product-led GTM motion and their approach of bridging devs & security teams (DevSecOps) together. To learn more about Snyk, see our full report below written by Masterly Inactive This is the link: research.contrary.com/reports/snyk

Our memo on Snyk ⬇️

Security has evolved from just a box to check, and has become a core pillar of the enterprise. It isn't just the CISO's responsibility anymore; security is everywhere. In our latest deep dive, we dig into the evolution of security, and why it isn't going anywhere...

till the end!

Every time I read about Stability AI or listen to the founder speak.

Perspective

Cyber threats on corporate networks are on the rise. Remote work catalyzed these trends as 262M network exploitation & vulnerabilities were reported in 2021 Netskope is one of the cloud network security companies competing against Zscaler & Cloudflare to tackle this threat

Netskope is the largest and most *credible* competitor to $ZS, $PANW and now $NET. They offer Cloud network security w. strengths in CASB and been growing over 50%+ This is a solid report on Contrary Research by Masterly Inactive that breaks down the biz + tech. research.contrary.com/reports/netsko…

Palo Alto Networks has built the world's largest cybersecurity company. However, its story remains untold. Rak Garg & I spent the last few months dissecting the rise of $PANW as it races to become the first $100B security company. Here is a summary of our thesis and report:

Contrary Research tells the stories of the world’s most interesting private tech companies. Today we’re launching Contrary Research Radio, hosted by Kyle Harrison (Kyle Harrison), to dive deeper. Our first guest is Aidan Gomez (Aidan Gomez), CEO of Cohere. Spotify:

Great episode out of the gate 💪

I wrote down my Investing Framework and Process. My first stab at a longform! I sincerely hope that you enjoy reading it as much as I enjoyed writing it. Link: iramneek.substack.com/p/humble-inves…

The internet is filled with incredible company analysis, across both public and private companies. But sometimes the best research isn't coming from banks or venture funds. It's coming from anonymous Twitter accounts. Here's a guide to some of the best analysis on FinTwit:

👏👏

Yeah, realized this myself too & then was confirmed by someone who worked there recently. Let's see how this goes when Google gets its shit together and/or OpenAI gets serious about search!

Whatever the hell ‘Decentralized AI’ mean 😏