The GA launch at @neondatabase is here! Extremely exciting and continually awed by the work @nikitabase and team are doing: Neon: A New Approach to Database Development neon.tech/blog/neon-ga
As cloud software has rallied, interesting to see that Rule of 40 explains more of the valuation climb than pure growth; that said growth still 2x more important than free cash flow in explaining valuations (h/t our friends at Guggenheim)
Love this chart from recent Morgan Stanley report on trying to size the impact of GenAI - it shows what I've long suspected... "the investment community tends to underestimate the size of new markets." This is particularly true when computing paradigms shift
Loved catching up with my fellow @Opendoor board member @adambain in this Founder Real Talk episode. Get Adam’s advice as Twitter's former COO-turned-VC on finding the balance between “learning vs doing”—and hear why investing is like journalism. ggvc.com/insights/podca…
One of the most interesting charts I've seen this year to help explain why a "soft landing" is transpiring as we speak and why the rest of the '24 tech setup seems quite positive and gaining more believers (h/t Morgan Stanley)
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TGE dropping soon, stay hyped!
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