The Inframation
Dan CahanaExploring established and emerging success stories in infrastructure software.
| Platform |  | Pricing | Only free issues | Publishes | Infrequently |
|---|---|---|---|---|---|
| Issues | 8 | Founded | 4 years ago | Last Issue | a year ago |
| Active | |||||
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cahana.substack.comLatest Issues
Agent Infrastructure’s Moment
The agent hype is here, and I’ve bought in. While Matthew McConaughey Agentforce ads garner well-deserved chuckles, you don’t need to search far to find genuinely transformational agentic products. Replit Agent, v0, and Operator are increas...
Identity Crisis: Breaking down the emerging identity stack
The Identity Problem
Almost every major modern security incident can be traced back to an identity problem. Just look at the data:
- Malware-free, identity-centric attacks increased from 40% to 75% of incidents between 2019- 2023 [1]...
Cloud 2.0: The Serverless Revolution
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...
The Emerging AI Security Opportunity
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...
Data Apps in Practice: Cybersecurity on Snowflake
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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Authors
The writers behind this newsletter.
Investing in infrastructure software from seed to pre-IPO @GGV Capital
Principal at Notable Capital. Investing in early-stage AI and infrastructure software
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