Archive - notes & upside

Modern Software Moats

7 powers and defensibility in the software era

May 31, 2021 •

Compound Startups

software enters its consolidation era

Jun 16, 2023 •

Investing in Data: 2021

What I'm excited about in data tools and infrastructure

Feb 11, 2021 •

Infrastructure after AI Scaling

why AI scaling won't last forever (and what comes next)

Jul 16, 2024 •

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 •

Meta's Open Source AI Ambitions

Is Llama the Android of LLMs?

Apr 23, 2024 •

The Business of AI Agents

where incumbents will lose

Oct 16, 2023 •

The Evolution of Infrastructure Markets — Foundation Models

AI infrastructure in the era of foundation models

Dec 6, 2022 •

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 •

Amplitude: Mad Men to Moneyball

A deep dive into the leader in product analytics

Oct 6, 2021 •

Developer Tools in 2024

better abstractions and more AI

Mar 7, 2024 •

The Evolution of Infrastructure Markets — Cloud Computing

unpacking how new markets evolved around AWS

Nov 1, 2022 •

#nojs-banner { position: fixed; bottom: 0; left: 0; padding: 16px 16px 16px 32px; width: 100%; box-sizing: border-box; background: red; color: white; font-family: -apple-system, "Segoe UI", Roboto, Helvetica, Arial, sans-serif, "Apple Color Emoji", "Segoe UI Emoji", "Segoe UI Symbol"; font-size: 13px; line-height: 13px; } #nojs-banner a { color: inherit; text-decoration: underline; } This site requires JavaScript to run correctly. Please turn on JavaScript or unblock scripts