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Irina Malkova

Fortune 500 data exec. Data will be bigger than models. Enterprise AI is our chance to reimagine human flourishing. Opinions are my own.

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Substack
PricingOnly free issuesPublishesWeekly
Issues17Foundeda year agoLast Issuea month ago
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Latest Issues

The Cheese in the Fridge

I know how it feels to go from scarcity to abundance.

My dad was a military scientist in the Soviet Union and then post-Soviet Russia. In the 80s, our closed military town had multiple swimming pools and tennis courts and a bobsleigh track...

a month ago
14
7

What If You Can’t ETL Your Way to AI at All?

Enterprise data teams have long treated data as something extracted from systems of record and reshaped for downstream use - a model that worked well for BI. As teams shift toward AI-ready data, that mental model can become a constraint. At...

2 months ago
15
2

The New Leverage Is Taste

Two years ago, my 150-person enterprise data team had no principal-level data science individual contributors. None.

The path was clear. If you were good at your job, you became a manager.

Thanks for reading! Subscribe for free to recei...

2 months ago
9
2

AI Data Stack as a Retrieval Problem

The data market is undeniably hot - enterprise data management is projected to nearly triple from $125B to $350B by 2034. But I don't think the market is after a better data lake. It's after the layer connecting decades of enterprise data i...

3 months ago
27
16

Who Gets Paid When Context Graphs Work?

Since the December 2025 Foundation Capital article, “context graphs” have gone from an edgy thesis to an active gold rush: debated as a concept, widely written about, and already implemented in early products.

However, we failed to de...

4 months ago
9
2

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  • Irina Malkova

    Fortune 500 data exec. Data will be bigger than models. Enterprise AI is our chance to reimagine human flourishing. Opinions are my own.

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