Exploring established and emerging success stories in infrastructure software.
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## The Identity Problem
As cloud spend zooms past a $200B revenue run rate, the debate on the benefits of the cloud has largely dissipated. From startups to large enterprises, everyone is moving over. The reasons are simple and definitive: lower TCO, greater flexi...
Generative AI products are being adopted by individuals and enterprises at a rate we’ve never seen before: ChatGPT is the fastest product to reach 100M users. AutoGPT is the fastest open source project to reach 100K GitHub Stars. Much like ...
Apps on Snowflake have become a popular discussion topic in the data community but can often be hard to conceptualize from the 30,000-foot view most thought pieces (mine included) are written from. To bring some of the ideas of my last Snow...
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The writers behind this newsletter.
Investing in infrastructure software from seed to pre-IPO @GGV Capital
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