Essential insights for founders and practitioners navigating the data and infrastructure software landscape.
Platform | Substack | Pricing | Only free issues | Publishes | Weekly |
---|---|---|---|---|---|
Issues | 37 | Subscribers | Read | datagravity.dev |
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I've always immensely admired Erik Torenberg so was thrilled to join him on Turpentine. We discuss AI infrastructure, foundation models, cloud security and our investment theses. Listen on any of Spotify, YouTube, or Apple Music:
Palantir has evolved from its humble and unconventional beginnings, where it was hated on as government tech contractor to the richest valued company in the SaaS industry. Today, Palantir boasts an enterprise value-to-annual recurring reven...
In recent years, the rise of unified, open data formats has been a major trend in the data infrastructure space with Apache Iceberg and Delta for data lakehouses (read “What is Apache Iceberg?”). Instead of silo-ed data systems with unique ...
Palo Alto Networks (“PANW) began a bold acquisition spree in 2018 that has bolstered its trajectory to become the first $100B+ cybersecurity platform company. This aggressive M&A approach, largely driven by CEO Nikesh Arora since 2018, focu...
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The writers behind this newsletter.
Partner @ Wing leading seed and series A investments in infrastructure software.
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