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fivetran and dbt gear up for war
the final chapter of the modern data stack
Oct 21, 2025
•
Ethan Ding
63
10
agents vs clouds
uneasy alliance w/ unclear battle lines
Sep 25, 2025
•
Ethan Ding
91
14
10
openai burns the boats
the $334 machine that openai is aiming at anthropic
Aug 12, 2025
•
Ethan Ding
434
52
41
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tokens are getting more expensive
Jul 31, 2025
•
Ethan Ding
533
63
47
openai burns the boats
Aug 12, 2025
•
Ethan Ding
434
52
41
windsurf gets margin called
Jul 17, 2025
•
Ethan Ding
117
11
5
levered beta is all you need
Jun 23, 2025
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Ethan Ding
159
11
16
every company has the same hiring criteria
Jun 23, 2025
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Ethan Ding
121
20
7
agents vs clouds
Sep 25, 2025
•
Ethan Ding
91
14
10
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tokens are getting more expensive
"language models will get cheaper by 10x" will not save ai subscriptions from the short squeeze
Jul 31, 2025
•
Ethan Ding
533
63
47
windsurf gets margin called
what the windsurf sale means for the ai coding ecosystem
Jul 17, 2025
•
Ethan Ding
117
11
5
levered beta is all you need
how to win by riding waves you didn't make.
Jun 23, 2025
•
Ethan Ding
159
11
16
every company has the same hiring criteria
the primary contrarian belief this essay puts forth is: experience is not worth hiring for
Jun 23, 2025
•
Ethan Ding
121
20
7
find your person & marry them
while the contents of this post might read like irony bc of my current life circumstances - i assure you this is the only time i can post this w/o…
Jun 23, 2025
•
Ethan Ding
17
2
1
on integrity & omission
the goal of this is to clearly identify what i think is virtuous and what i think is evil.
Jun 18, 2024
•
Ethan Ding
4
1
externalizing of responsibility
the purpose of this is to explain how i want everyone on our team to view their relationship with the company
Jun 7, 2024
•
Ethan Ding
2
2
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Balancing Act
Nikunj Kothari
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