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We’re excited to introduce Contrary Research!
Our vision is to be the best destination for finding high-quality research and in-depth analysis of private companies.
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Contrary Research
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Contrary Research
@Contrary_Res
The best starting point for understanding private tech companies. Powered by @contrary. Subscribe to our newsletter below:
Joined March 2022
- Everyone’s heard that ChatGPT grew to 1 million users in 5 days. But it’s also probably costing OpenAPI ~$100K PER DAY to run it. Let’s talk about the hidden costs of API-based business models…
- Today, Rippling announced $200M in funding at a $13.4B valuation. In 2023, the company had ~$350M in ARR. But back in 2019 at ~$3M ARR, the team put out a Series A memo laying out everything they wanted to accomplish. Here’s how they’ve stacked up to their own expectations…
- Helion Energy raised $2.2 billion last year from Sam Altman, Dustin Moskovitz, and Peter Thiel’s Mithril Capital, among others That's almost more money than any renewable energy company in history. So why are Sam Altman and others so bullish on Helion? Let's dig in...
GIF - Generative AI will play a key role in the future of content creation. In the last few months progress in the field went into hyper speed We've assembled some of the best resources to get up to speed on the space…
- We're pleased to publish our first deep dive report! The rivalry emerging between Snowflake and Databricks resembles the fierce competition we've come to appreciate from the major cloud providers. In this deep dive, we explore the differences between both companies: 1/8
- Y Combinator has produced some of the world's largest private companies like Stripe and Reddit Analyzing private companies requires a core understanding of how startups work Today, we're sharing the top 10 most-read resources from Paul Graham's essays and YC's startup archives:
- One of the biggest questions we get is "how do I get information on private companies since these companies aren't public?" We've curated the top 20 research resources we utilize for getting a good grasp on private tech companies:
- Security has evolved from just a box to check, and has become a core pillar of the enterprise. It isn't just the CISO's responsibility anymore; security is everywhere. In our latest deep dive, we dig into the evolution of security, and why it isn't going anywhere...
- Wiz is currently one of the fastest software companies to reach $100M ARR, doing it in just 18 months. How did they achieve this milestone? We dug into the steps that led to such explosive growth, and here's what we found:
- As AI experiences a Cambrian explosion, natural language processing (NLP) is a critical building block 60% of companies are increasing NLP budgets, but accessibility has always limited the quality of ML projects Hugging Face is changing that. Here's what you need to know:
- Faire has quintupled its valuation from $2B to $12B within 2 yrs. The founders (ex-square employees) have changed how local retail is done. They've raised over $1.7B from some of the world's top investors This is the story of Faire and lessons of how Faire has been successful:
- No company exists in a vacuum. For every business, their market landscape is a part of the story as much as anything else. Today, we're launching our first Living Landscape. Companies & markets change too quickly for a static map. Check out our full list + Figma map where you
- From bankruptcy & $30K in debt to raising over $300M. The story of three cofounders who beat impossible odds to build a $4B company through remarkable grit. Here is the story of how @webflow got built and the critical lessons from the founders we picked up during our research:
