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HCP wants to sit across all app stack layers, across all environments and clouds. They report a TAM of $41.7B in 2021, growing to $72.5B in 2026 with the rising trends in cloud adoption. That TAM is composed of: Terraform TAM rising from $2.1B -> $12.0B. Vault TAM rising from $16.3B ->$20.8B.MongoDB World 2019 is going on, and there were some new products announced yesterday.Top take-away? I have been a bit critical of MDB being slow to move into new directions - however these new products make it clear that MDB is paying attention to what AWS and Elastic (ESTC) are doing.You've successfully subscribed to HHHYPERGROWTH Great! Next, complete checkout for full access to HHHYPERGROWTH Welcome back! You've successfully signed in. Unable to sign you in. Please try again. Success! Your account is fully activated, you now have access to all content.Elastic is the outlier of the cybersecurity hypergrowth companies I'm reviewing. It's core is not in cybersecurity -- it is an open-source database platform (Elastic Stack) with a cloud hosting service (Elastic Cloud) and on-premise hosting service (Elastic Cloud Enterprise). However, the strength of the platform is in the problems it solves.As you can imagine, there is a LOT of competition in the network security space. From just perusing Gartner Magic Quadrants and reviews, I found: Network Firewalls - Palo Alto, Fortinet, Cisco, CheckPoint, Sophos, Juniper, Barracuda. UTM (SMB Firewalls) - Fortinet, Check Point, Sophos, Cisco, Juniper, Barracuda.MongoDB World 2019 is going on, and there were some new products announced yesterday.Top take-away? I have been a bit critical of MDB being slow to move into new directions - however these new products make it clear that MDB is paying attention to what AWS and Elastic (ESTC) are doing.A recap of Confluent, Datadog, Bill, and Cloudflare earnings this week.Next-gen Security Premium: The trends in network security. A look at what Gartner thinks is coming in cloud, network, and app security over the next few years.muji. 31 Oct 2018 • 11 min read. ElasticON is a one-day developer conference run by Elastic (ESTC), the company around Elasticsearch and its associated toolkit known as the ELK stack. This conference has been around a few years. It started in SF in 2015, spread to wider audience across key towns (SF, NY and DC for Fed govt focus), then got so ...Confluent's core philosophy -- and where they are taking their platform -- is overly covered in the S-1/A, and was expanded upon in the earlier Kafka deep dive. They see many use cases for their platform around how data must be centralized in streams, which can then be leveraged further via stream processing. Let's discuss how they got …Premium: Two paths to the Data Lakehouse. A look at how Snowflake and Databricks are colliding over the long term. SNOW DatabricksUsage is soaring, and the brand is riding high. Costs are sure to rise, as vast majority of new users are using it free, but the surge in capacity is bringing in massive customer growth and great goodwill. Crazy to watch this company's tape move opposite the other SaaS plays, almost makes it a hedge. "Zoom" is now becoming a verb, quickly (I ...Premium: Who is best positioned for Federal spend. How companies are positioned to take advantage of the Federal gov moving towards Zero Trust. Observability CRWD S ZS PANW NET DDOG. muji 25 Jul 2022 • 33 min read. You've successfully subscribed to HHHYPERGROWTH.You've successfully subscribed to HHHYPERGROWTH Great! Next, complete checkout for full access to HHHYPERGROWTH Welcome back! You've successfully signed in. Unable to sign you in. Please try again. Success! Your account is fully activated, you now have access to all content.hypertrophy. gigantism. giantism. "The overproduction of soPremium: A Samsara platform dive. A look at Snowflake&# As you can imagine, there is a LOT of competition in the network security space. From just perusing Gartner Magic Quadrants and reviews, I found: Network Firewalls - Palo Alto, Fortinet, Cisco, CheckPoint, Sophos, Juniper, Barracuda. UTM (SMB Firewalls) - Fortinet, Check Point, Sophos, Cisco, Juniper, Barracuda.Premium: The SASE front. A look at earnings from SSE provider Zscaler, as well as what Palo Alto and Cloudflare are doing. ZS PANW NET CRWD nCino is a SaaS platform, built over Salesforce, that acts as — muji @ hhhypergrowth (@hhhypergrowth) November 17, 2020 One of my public grumblings. Luckily, they again recognized that there was an issue, and hired their current CMO in Nov-20, formerly of HP/Aruba, Nutanix and Cisco - having a much more ideal background (unlike his predecessors) of having worked in networking security companies that ... Snowflake has a lot of things going for it. I extensi

A detailed look at Samsara's execution and where it goes from here.The first step to scaling culture is to define each company value or belief into two or three behaviors that people can observe. For example, "respect" can be defined as 1) being a great ...18 Apr 2021 ... Learn more about Cloudflare and its solutions here: Flare Ups – HHHYPERGROWTH · 2 Pager – Cloudflare · Cloudflare YouTube Channel · Cloudflare ...Datadog's goal is to give a unified view into all aspects of modern infrastructure, application stacks, and applications themselves. But they have been expanding the scope of their platform over the past few years, in order to provide a more and more complete DevOps tool to monitor and manage application stacks.Premium: Who is best positioned for Federal spend. How companies are positioned to take advantage of the Federal gov moving towards Zero Trust. Observability CRWD S ZS PANW NET DDOG. muji 25 Jul 2022 • 33 min read. You've successfully subscribed to HHHYPERGROWTH.

Naturally, EV stocks have proven to be among the hypergrowth plays that can provide long-term growth that many investors look for. Tesla (NASDAQ: TSLA) and Nio (NYSE: NIO) are among the most ...Hypergrowth is a moment of stars aligning. In Slack’s case, it was timing – there was a tentative gap in the market is very precariously filled by combinations of a broken hipchat and email, and Slack’s simplicity and UI came in and seized the day. Zapier’s was a bit slower – they were coming into a market with a big, well-funded ...…

Reader Q&A - also see RECOMMENDED ARTICLES & FAQs. - muji, HHHYPERGROWTH Poet Society, October 2019. Possible cause: A look at their open-source search platform & search-oriented SaaS s.