Lauren BalikSnowflake (NYSE: SNOW) Channel Partner Executives Pumped Material Nonpublic Information About…Snowflake’s new CEO Sridhar Ramaswamy is powerless to stop Snowflake channel partners with access to Snowflake revenue patterns from making…12 min read·Apr 29, 2024--1--1
Lauren BalikI’m All-In on a Hyper-Personalization Identity LayerThe Future of the Internet is more private, more 1:1 conversations between brands and consumers, and data brokers and third-party identity…6 min read·Mar 8, 2024--1--1
Lauren BalikA Cava (NYSE: CAVA) Food Illness Outbreak is Not a Black Swan, But a Pink Meatball: A Near…Cava is unique among fast casual chain peers in how it prepares and cooks ground meat. Undercooked ground lamb meatballs, expansion into…8 min read·Feb 5, 2024--1--1
Lauren BalikCava (NYSE: CAVA) is the Next Chipotle, But It’s the Chipotle of 2015Cava is headstrong on storefront growth at the cost of health and food safety standards, a combination that did not end well for Chipotle…21 min read·Jan 29, 2024--1--1
Lauren BalikDid Klaviyo (NYSE: KVYO) Hustle Revenue Growth Leading Up to IPO?Disclosure: I have taken positions short the equity of Klaviyo (NYSE: KVYO).15 min read·Dec 19, 2023--4--4
Lauren BalikHightouch is Just Blindly Copying RudderstackMove fast and steal things?3 min read·Oct 12, 2023--7--7
Lauren BalikOpen Letter to the Board of Directors of GitLab Inc. (NASDAQ: GTLB)September 25, 202314 min read·Sep 25, 2023----
Lauren BalikNRR Rules Everything Around MeLessons from the Last Few Months of NRR Adventures on the Data Cloud8 min read·Aug 29, 2023--4--4
Lauren Balikdbt Cloud’s New Pricing Model: The Sinister Phase IIWhy dbt Cloud Customers Should Betray Other dbt Cloud Customers in the Game Theory of SQL Bloat11 min read·Aug 18, 2023--9--9
Lauren BalikDon’t Do Accounting in dbt CloudAndreessen Horowitz and their VC cartel are setting up Pickett’s Charge of cloud data workloads. It’s up to you to hold the high ground.16 min read·Jul 27, 2023--3--3
