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$ZETA WKN: A3CR1U ISIN: US98956A1051 Forum: Aktien User: Kasi77
16,28
EUR
+3,10 % +0,49
16:48:37 Uhr,
L&S Exchange
Kommentare 692
E
Erik1234,
Dienstag 20:59 Uhr
1
The $ZETA x $PLTR partnership is more significant than I first thought...
Snowflake does not play a hand in this conversation.
In reality, the ZDC (Zeta's data cloud) will be re-built on-top of Foundry, thus merging their Ontology with Zeta’s SuperGraph. This is enterprise intelligence on steroids, I'm not kidding.
Let’s start at the top.
To understand the direction of the enterprise stack you must look to the foundational layer of data ingestion, specifically down to the classification of the data. The enterprise stack can be broken into two core layers of intelligence:
- Operational intelligence (supply-side data)
- Consumer intelligence (demand-side data)
Operational data can be defined as the objects, employees and sequences that inform the enterprise of what their business is doing. On the other hand, you have consumer systems collecting signals, interactions and sales data establishing how business is performing. These are distinctly two different sides of the same enterprise brain.
Remember this for later in this post.
Originally I suspected due to the timely announcement of the Snowflake OSI partnership, $ZETA and $PLTR would utilize the joint development bridge designed by $SNOW to facilitate this relationship. No, I was wrong.
It’s 100X better.
$ZETA will indeed be re-architecting its core cloud database on top of $PLTR’s Foundry. This means, all of Zeta’s current clients will likely routed through this ecosystem unless they opt to utilize other cloud platforms. This may seem confusing, but it’s actually expected, as $ZETA is an agnostic provider after all.
The move to Foundry has several benefits, both for $ZETA and $PLTR. But ultimately, the real winner here is the enterprise client. Put a pin in that, we will come back to it at the end of this post.
Walking through how this will work…
View this partnership as the unification of two sides of the same brain. Except, this is the brain which produces enterprise grade intelligence. From operational intelligence, to consumer and business intelligence – through this agreement, the enterprise will create outcomes it has never obtained before.
$ZETA still owns their proprietary data-rails. Think Disqus, LiveIntent, Marigold, etc. On the flip side of the coin, $PLTR still owns the operational relationship with the enterprise – ingesting millions of raw data-points in real-time. What becomes shared, is the Intelligence layer.
You see, $ZETA has produced a “Consumer-like Ontology” called the SuperGraph. In Essence, a massive profile database enriched by real-time signals of intent and ID touch-points for 552M global people – these are proprietary, nobody else can produce this data. In this, $ZETA has created best-in-class business intelligence for marketing purposes when paired with an enterprise client datasets. This is where $PLTR comes in…
$PLTR has produced the world class “Digital Twin” ontology for government/enterprise operational applications. Ingesting millions of raw, unstructured and real-time data points funnelling them into Foundry. It is in this practice, $PLTR is able to produce operational intelligence, actioning insights, directives, or optimizations for an enterprise – thus becoming their native real-time operating system. However, something has been missing for both $ZETA and $PLTR.
$ZETA produces demand-side intelligence.
$PLTR produces supply-side intelligence.
The ultimate enterprise stack would consist of an intelligence generation mechanism that would be informed not only from the demand-side, but also the supply-side. Therefore creating a holistic approach to intelligence generation.
H
Hunt0r,
Dienstag 19:21 Uhr
0
Ich würde auch mit David schlafen
G
Kasi77,
Dienstag 18:36 Uhr
0
Alles was $ZETA angeht braucht ihr nur @WM folgen . Ich glaube bald der schläft mit dem CEO er weiß vieles vorher ohne es direkt zu sagen
Werbung
+48 % in Deutschland!
J
JohnnyR90,
Dienstag 18:36 Uhr
0
mal n bisschen was hier rein, hört sich gut an:)
K
Erik1234,
Dienstag 18:00 Uhr
4
Vielen Dank @Kasi77 für deinen unermüdlichen Einsatz hier und bei anderen Aktien 🫶🏻
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