notes & upside | Nandu Anilal | Substack

As a follow-up to last year's post on the data landscape, I wanted to revisit (1) what’s happening in the market at large and (2) what I think are attractive investment areas across data and ML ecosystem. State of the Market The Public Markets get a wake-up call

4 very short ideas

Dec 31, 2021

A deep dive into the leader in product analytics

Oct 6, 2021

7 powers and defensibility in the software era

May 31, 2021

What I'm excited about in data tools and infrastructure

Feb 11, 2021

IPOs, frameworks, and networking

Dec 15, 2020

How Twilio has become a $45B business and why it won't stop there

Oct 12, 2020

Etsy stock has skyrocketed, and will continue to be an important ecommerce player

Jul 1, 2020

notes & upside

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