Essential insights for founders and practitioners navigating the data and infrastructure software landscape.
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In 2024, AI development saw a tug-of-war between premium and open-source models. Industry leaders like OpenAI, Anthropic, and Meta all rushed to build bigger models with more compute. The cost to achieve a given level of AI capability falls...
### Written in collaboration with Colin Zima and Jonathan Griffiths at Omni, as well as Erik Kuld at Inventive.
The integration of AI autocomplete, testing, and autonomous coding agents into software development is AI’s first true killer app. What began as simple code suggestions has rapidly evolved into sophisticated AI-driven systems capable of aut...
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...
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The writers behind this newsletter.
Partner @ Wing leading seed and series A investments in infrastructure software.
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