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Modern Software Moats
7 powers and defensibility in the software era
May 31, 2021 • 
Nandu Anilal
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notes & upside
Modern Software Moats
1
Compound Startups
software enters its consolidation era
Jun 16, 2023 • 
Nandu Anilal
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notes & upside
Compound Startups
2
Investing in Data: 2021
What I'm excited about in data tools and infrastructure
Feb 11, 2021 • 
Nandu Anilal

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notes & upside
Investing in Data: 2021
Infrastructure after AI Scaling
why AI scaling won't last forever (and what comes next)
Jul 16, 2024 • 
Nandu Anilal
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notes & upside
Infrastructure after AI Scaling
The State of NLP & LLMs
An overview of the market today and opportunities ahead in the large language model era of NLP
Jul 28, 2022 • 
Nandu Anilal

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notes & upside
The State of NLP & LLMs
Meta's Open Source AI Ambitions
Is Llama the Android of LLMs?
Apr 23, 2024 • 
Nandu Anilal
3

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notes & upside
Meta's Open Source AI Ambitions
1
The Business of AI Agents
where incumbents will lose
Oct 16, 2023 • 
Nandu Anilal

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notes & upside
The Business of AI Agents
The Evolution of Infrastructure Markets — Foundation Models
AI infrastructure in the era of foundation models
Dec 6, 2022 • 
Nandu Anilal

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notes & upside
The Evolution of Infrastructure Markets — Foundation Models
Investing in Data & ML: 2022
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…
Mar 15, 2022 • 
Nandu Anilal

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notes & upside
Investing in Data & ML: 2022
Amplitude: Mad Men to Moneyball
A deep dive into the leader in product analytics
Oct 6, 2021 • 
Nandu Anilal

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notes & upside
Amplitude: Mad Men to Moneyball
Developer Tools in 2024
better abstractions and more AI
Mar 7, 2024 • 
Nandu Anilal
2

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notes & upside
Developer Tools in 2024
The Evolution of Infrastructure Markets — Cloud Computing
unpacking how new markets evolved around AWS
Nov 1, 2022 • 
Nandu Anilal

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notes & upside
notes & upside
The Evolution of Infrastructure Markets — Cloud Computing
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