About The Software Analyst

This newsletter is focused on helping investors and professionals simplify complex, technical terms behind public software companies. Many technology blogs and media assume that the average individual understands the technical lingo behind many of the leading software companies. I’ll aim to simplify the technology through easy-to-understand explainers.

What To Expect:

• Technological analysis of public and private software companies.

• The history and future directions of software

• *Simplified and easy-to-digest* deep dives on the following companies:

  • Cybersecurity companies include Palo Alto Networks, Crowdstrike, Fortinet Datadog, ZScaler, Okta, SentinelOne, Cloudflare etc.

  • Data infrastructure companies like Snowflake, Databricks, Confluent, and MongoDB.

  • DevOps companies like GitLab, HashiCorp etc.

Past Examples Of My Work:

Over the last few years, I’ve specifically focused most of my time on Cybersecurity, data infrastructure and segments of DevOps on the public markets and in venture capital. At Contrary Capital, I helped build contrary research, a great platform for understanding private companies.

Cybersecurity Industry

Cybersecurity is at the forefront of the technology sector as security continues to become more mission-critical. See my full report on the broad ecosystem of cybersecurity. The report is easy to digest for any professional wanting to understand the past and future of cybersecurity.

Intro To The Cybersecurity Ecosystem

See my full report on the modern cloud-endpoint security market and its adjacent industries like Security Operations, SIEMs, security data lake, etc. The report explores the rise of companies like Crowdstrike and SentinelOne and how these next-gen companies disrupted legacy players like Symantec and McAfee. I further explore the future trends within the industry.

Endpoint Security Ecosystem

I’ve co-authored or supported research components for the following reports:

• Cloud Security Ecosystem.

• Lacework

• Panther Labs

The Modern Data Stack (AI/ML) Industry

The future of every digital business will be defined by its ability to capture value from data effectively. From devices to the cloud, data is exploding. The next question is defining the core infrastructural building blocks to drive that value. Snowflake and Databricks are going to be foundational toward this future.

See my deep dive report that explores both companies in-depth in an easy-to-digest for any type of reader:

Snowflake v. Databricks

OpenAI has been at the forefront of recent AI breakthroughs. OpenAI provides foundational models that could serve as the infrastructure powering a new generation of consumer and enterprise AI applications, just as Amazon’s AWS capitalized the shift to the cloud. OpenAI will remain a core pillar of the future of technology. See my co-authored report on OpenAI.

OpenAI Report

See my other reports on companies within the modern data stack:

• dbt Labs

DevOps Ecosystem

Every company is becoming a software company. DevOps has quickly become the most effective way for companies to develop and deploy software at scale. DevOps has increasingly become a focal point for enterprises. Over 90% of business leaders cite DevOps as a top strategic priority in their organizations. See the full report where I supported the research and work on the evolution of the DevOps ecosystem. I’ve also written about companies like GitLab and Vercel.

The Evolution of DevOps

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Please note that this article or newsletter does not constitute investment advice in any form. This article is not a research report and is not intended to serve as the basis for any investment decision.