Data Analysis

Darwin's Finches in AI

Explore how AI evolution mirrors Darwin's finches - from massive models to specialized architectures. Key insights on accelerating innovation in AI development.

Darwin's Finches in AI

Top Themes in Data in 2025

Explore the dual forces shaping data in 2025: platform consolidation vs AI expansion. Key insights on cloud infrastructure, ROI trends & emerging tech stack strategies.

Profit Dollars per GPU Dollar

Analyze how AI is supercharging cloud revenue growth, with AWS & Azure seeing 58% acceleration and 40%+ margins. Key metrics for tech leaders & investors.

Profit Dollars per GPU Dollar

Trends in the Post-Modern Data Stack

Explore key trends reshaping modern data infrastructure: AI-driven team structures, 100MB typical workloads, and cost optimization insights from 4 data startup CEOs.

Trends in the Post-Modern Data Stack

Productivity One Year from Now

Explore how AI will reshape startup productivity metrics, from $400k ARR per employee today to potential $1M, and its impact on SaaS company valuations.

Productivity One Year from Now

Will We See a Better Exit Market Next Year?

Explore how Fed rate cuts impact startup exits: New data shows 10-65% increase in venture-backed M&A activity when rates drop. Key insights for founders & VCs.

Will We See a Better Exit Market Next Year?

AI Public & Private Premia for AI Companies

AI companies trade at 2x forward multiples of non-AI peers in public markets. GenAI startups raise at 1.5-2x higher valuations than traditional software companies.

AI Public & Private Premia for AI Companies

Is the Software Market in Trouble?

Analyzing the SaaS market decline: Public software growth rates have halved, yet total revenue grew 4.8x to $592B. Key metrics for founders & investors.

Is the Software Market in Trouble?