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
A deep dive into the leader in product analytics
7 powers and defensibility in the software era
What I'm excited about in data tools and infrastructure
IPOs, frameworks, and networking
How Twilio has become a $45B business and why it won't stop there
Etsy stock has skyrocketed, and will continue to be an important ecommerce player
See all

notes & upside