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Data Gravity

Chris Zeoli

Essential insights for founders and practitioners navigating the data and infrastructure software landscape.

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Substack
PricingOnly free issues
PublishesWeeklyIssues42
SubscribersRead datagravity.dev

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Latest Issues

Recent posts by this newsletter. Browse the email archive.

DeepSeek's R1 and AI Infrastructure Economics

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...

2 months ago
15
2

The Rise of CloudPrem, NewPrem and BYOC

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...

3 months ago
16
1

Broadcom's AI Infrastructure and XPU Business: Driving a Trillion-Dollar Valuation

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...

3 months ago
8
0

Enterprise Browsers: The New Enterprise Security Platform

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...

4 months ago
6
1

Authors

The writers behind this newsletter.

  • Chris Zeoli

    Partner @ Wing leading seed and series A investments in infrastructure software.

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