The data layer is the key battleground over the next 3 to 5 years. Oracle is the dinosaur generating $40B in revenue, however, they continue to adapt to the environment. Here comes Snowflake with a talented team and a product that is loved by its users. Today we brought in Expedia's Head of Data Visualization David Pires, to get his personal view around the data layer and business intelligence tools such as Tableau. *** This is not a recommendation to buy or sell any securities.
Around the Desk.
Data and Snowflake w/ Expedia's Head of Data Visualization David Pires
Data and Snowflake w/ Expedia's Head of Data Visualization David Pires
Around the Desk.
Around the Desk: This is where we at Avory think out loud, challenge narratives, and look for signal through the noise. Each episode, the Avory & Co. team dives into what’s moving markets, how companies are performing, and where opportunities may be forming.
We break down earnings, macro trends, and investor sentiment, all from the lens of a concentrated, high-conviction portfolio.
**Nothing discussed is a recommendation
Around the Desk: This is where we at Avory think out loud, challenge narratives, and look for signal through the noise. Each episode, the Avory & Co. team dives into what’s moving markets, how companies are performing, and where opportunities may be forming.
We break down earnings, macro trends, and investor sentiment, all from the lens of a concentrated, high-conviction portfolio.
**Nothing discussed is a recommendationAppears in episode
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