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AI Explained in 10 Minutes: A Simple Formulaic Approach
Why CUDA is Instrumental to Nvidia’s Success
Jul 30, 2024
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GPU as a Service: Break Even Analysis of GPU Clouds
What are investors underwriting when investing billions into CoreWeave & Lambda Labs?
Jul 11, 2024
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Evolution of Databases in the World of AI Apps
Why Elastic is seeing impact sooner than others, why Generative Feedback loops & Autonomous AI agents change the game, & what happens to vendors like…
Jul 2, 2024
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Benchmarking Multi Product Penetration in Software
Datadog trumps all in Software, Databricks on track to have the fastest new product launch in software history, Apps vs Infrastructure debate
Jun 26, 2024
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Why Apache Iceberg is a Threat to Snowflake
And What Impact Could it Have on Salesforce (CRM) & Confluent (CFLT)
Jun 10, 2024
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What Can SAP Teach Us About The AI vs Software Debate
Ever Heard of Switching Cost?
Jun 1, 2024
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Understanding Multi Product Adoption in Software
Why Snowflake is in trouble and why Monday.com could be the next Hubspot
May 28, 2024
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Software Investing Resources for Newbies: A Thread 🧵
Software Investing Resources for Newbies: A Thread 🧵
May 22, 2024
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