Essential insights for founders and practitioners navigating the data and infrastructure software landscape.
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Announced last week, DeepSeek's R1 triggered a $600B drop in NVIDIA's market value and a 15-20% decline across semiconductor stocks, while AI application companies saw their shares rise. The core innovation isn't just about cost - it's abou...
Over the past decade, enterprises embraced cloud-first architectures, valuing simplicity and scalability. But today, a new paradigm—CloudPrem—is gaining traction, combining the best of cloud-native technologies with the control of on-premis...
In early 2024, we highlighted how Hyperscaler Custom Silicon initiatives would likely become the biggest rival to NVIDIA. In breaking down Amazon, Microsoft, Google, and Meta’s supplier partners, one vendor was universal: Broadcom. These hy...
Enterprise browsers are fundamentally reshaping security by building essential protections directly into the browsing experience. Rather than bolting on various security tools, this approach makes security native to where work actually happ...
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Partner @ Wing leading seed and series A investments in infrastructure software.
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