The Inframation
Dan CahanaExploring established and emerging success stories in infrastructure software.
| Platform |  | Pricing | Only free issues | Publishes | Infrequently |
|---|---|---|---|---|---|
| Issues | 6 | Subscribers | Read | cahana.substack.com |
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Latest Issues
Recent posts by this newsletter. Browse the email archive.
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...
Cloudflare and the Edge-First Web
Since its 2019 IPO, Cloudflare has become both a mainstay developer tool and an object of fascination for analysts and investors. This has manifested in stock performance that implies long-term potential beyond what’s readily visible in the...
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Authors
The writers behind this newsletter.
Investing in infrastructure software from seed to pre-IPO @GGV Capital
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