Irina Malkova
Irina MalkovaFortune 500 data exec. Data will be bigger than models. Enterprise AI is our chance to reimagine human flourishing. Opinions are my own.
| Platform |  | Pricing | Only free issues | Publishes | Weekly |
|---|---|---|---|---|---|
| Issues | 16 | Subscribers | Read | irinamalkova.substack.com |
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Latest Issues
Recent posts by this newsletter. Browse the email archive.
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...
The New Leverage Is Taste
Two years ago, my 150-person enterprise data team had no principal-level data science individual contributors. None.
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...
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.
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The writers behind this newsletter.
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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