-
We’re starting to see the very early stages of a tech stack emerge in generative artificial intelligence (AI). Hundreds of new startups are rushing into the market to develop foundation models, build AI-native apps...
-
The Data50 are the 50 bellwether data startups across the most exciting categories in data, such as AI/ML, ELT and orchestration, and data observability.
-
To help data teams stay on top of the changes happening in the industry, this article reviews an updated set of data infrastructure architectures.
-
Data has long been lauded as a competitive moat for companies, and that narrative’s been further hyped with the recent wave of AI startups. Network effects have been similarly promoted as a defensible force in building...
-
Editor’s note: This recent podcast interview of Marc Andreessen was conducted by Brian Koppelman, writer (Rounders, Ocean’s Thirteen, etc.), director, and showrunner (with David Levien) of Billions. The full Q&am...
-
In 2017 The Economist declared data to be the world’s most valuable resource. And yet “data insight” is one of those phrases that, while important, is now so ubiquitous it’s been numbed of meaning. So how do ...
-
As we enter a new era of distributed computing — and of big data, in the form of machine and deep learning — storage becomes (even more) important. It might not be sexy, but storage is what makes the internet...
-
An investor’s perspective on the financial discipline, disclosures, planning and delivering to plan, and strategic direction it takes to go public.
-
This post is all about network effects and critical mass. But it’s also about applying those concepts as important mental models in business, so I will share a short story about a business decision I once made that req...