Essential insights for founders and practitioners navigating the data and infrastructure software landscape.
Platform | Substack | Pricing | Only free issues | Publishes | Weekly |
---|---|---|---|---|---|
Issues | 34 | Subscribers | Read | datagravity.dev |
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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...
At its peak during the dotcom era, Cisco was dominating the networking industry, driven by its key product: the router, which was essential for directing data traffic across the internet. Cisco's innovations in networking hardware made it t...
Microsoft is the world’s largest infrastructure software company. From security to developer tools, databases, and AI, Microsoft is a formidable competitor in nearly all compelling infrastructure product categories. The success of its produ...
Just a year ago, proprietary AI models like GPT-4 and Claude 2 held a massive advantage over open-source players and others. Open-source models were hardly usable, including the initial version of Meta's LLaMa. No open-source player had bil...
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The writers behind this newsletter.
Partner @ Wing leading seed and series A investments in infrastructure software.
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