Tomasz Tunguz @ttunguz
Venture capitalist at @theoryvc. Student of Startups. Author of Winning with Data https://t.co/awOpZcRsC6. Author of https://t.co/IWw3R3RVLm tomtunguz.com San Francisco, CA Joined November 2007-
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If it wasn’t clear before, AI is the single biggest revenue driver in cloud. Microsoft’s Azure is winning share directly from Amazon. In Feburary, Microsoft grew 2% & Amazon lost 2%. Google is also taking share - 1% in the last year. A one percentage point share shift represents…
1/ After seeing this line chart created by @nic__carter showing stablecoin volume compared to established payment networks, we decided to partner with @AlliumLabs to create the Visa Onchain Analytics Dashboard as a public resource to take a closer look at stablecoin activity.
Enterprises spend more on security but aren’t benefitting from the extra spend. Palo Alto Networks’ customers who buy security across 3 platforms spend more than 40x those that secure just one. Despite those dollars… “Adding incremental point products is not necessarily…
🚨 Introducing the MotherDuck Wasm (WebAssembly) SDK. Building data-driven components and applications doesn't have to be so ducking hard. Learn more: motherduck.com/blog/building-…
Snowflake announced Artic, their open 17b model. The LLM perfomance chart is replete with new offerings in just a few weeks. Overall knowledge performance is asymptoting as expected. It’s hard to discern the most recent dots. One thing stands out from the announcement - the…
On Friday May 3rd at 9:30 Pacific time, Office Hours will host Jordan Tigani, CEO of MotherDuck. Jordan’s path through data starts with being the founding tech lead on Google Big Query to SingleStore’s Chief Product Officer to MotherDuck’s CEO. He wrote the [Big Data is…
In “Do software companies actually have good margins?”, Benn Stancil makes a case for a counterintuitive point : Software companies are much less profitable than they might seem. Why? Because the research & development costs associated with software should be part of their cost…
What was the most profitable software company in Q1 2024? Ethereum. Ethereum generated $370m in profit on $825m in revenue for about a 45% net income margin. The chart above shows both the historical performance & also explains how web3 blockchains like Ethereum generate…
🚨 BREAKING: The Ethereum blockchain generated a $369.08M profit in Q1 ‘24. Wait, what?! How can a *blockchain* like @ethereum be profitable? Let's go through Ethereum's business model step-by-step: 1. Fees. All users on the Ethereum blockchain pay transaction fees in ETH…
Over the weekend, Tobi, the founder and CEO of Shopify, discussed the major reason investors passed on Shopify in the early days : market size. I remember that financing round, & I remember having the same concern, & making the same mistake. Living in the valley & driving on…
This past weekend, I opened Done Deals again for the first time since I started in venture, some sixteen years later. It was surreal to read the interviews again because some of the quotes, particularly the ones about competition aptly describe today’s environment. And other…
The dbt <> BI workflow is broken. Switch to #dbt → build/test/document your model → check it into version control → build → deploy. Doing this for every data set doesn’t scale. There's a better way. Join our LinkedIn Live w/ @cmerrick to learn more: bit.ly/443Q9yE
Recently, I was at the library & stood in front of a book that might be a good read. I fired up Gemini, asked it for a plot summary & a digest of the reviews before deciding to read it. So I started a list : what are the ways I use AI that are new in the last year? I often…
First Round’s Product Market Fit Framework adds dimension & texture to a concept we all use - Product Market Fit (PMF). PMF isn’t attained permanently, but sustained over time as companies & complexities grow. As they scale, startups move up-market, expand into new geographies,…
On April 18th at 9:30am Pacific time, Office Hours will host Evan Cheng, founder & CEO of Mysten Labs, creator of SUI. Evan & the Mysten team were instrumental in the creation of Meta’s high-performance blockchain techology before leaving to start Mysten. There are few key…
Product managers & designers working with AI face a unique challenge: designing a delightful product experience that cannot fully be predicted. Traditionally, product development followed a linear path. A PM defines the problem, a designer draws the solution, and the software…
Found this in the archives of 2016 : It will be easier for B2B startups to amass proprietary training data as a competitive advantage than B2C startups. It’s not that we won’t see innovation in the consumer world. But to get there requires building an enormous customer base…
Situational Management is a framework for deciding how to manage a report depending on their skill level & motivation. Where does AI fit today? The answer is easy. It’s in the micromanage category where the motivation is high but the skill is low. The computer is relentless in…
The average American attention span has fallen from 150 seconds in 2004 to 75 seconds in 2012 to 47 seconds in 2023 - a 5-6% annual rate of decline. How does this compare to these blog posts? In 2013, the average reader dwelled on this site for 47 seconds. Today, it’s 33…
Rubrik, a Palo Alto-based data security company, filed their S-1 yesterday. At $784m in ARR, growing 47% with 130% net revenue retention across 6100 customers, the company should be one of top 10 fastest growing software companies alongside Klaviyo, ZScaler, & Crowdstrike - in…
Jason ✨Be Kind✨ L.. @jasonlk
162K Followers 2K Following GET funded ➡ $150m https://t.co/AVvPIrIdFP🦄🦄🦄🦄🦄 LEARN SaaS ➡ https://t.co/X23R2qMajX JOIN us ▶ https://t.co/0cR8K6pxEI Founder/ceo #AdobeSignHarry Stebbings @HarryStebbings
218K Followers 339 Following 🎤 @twentyminutevc, 🏦 @20vcfund @20SALES_vc, 😇 @PachamaInc @linear @theydohq @tripledotgames @merge_api @nexhealthhq @linktree_ @sorare @getcaptionsappMatt Turck @mattturck
96K Followers 2K Following VC at @FirstMarkCap. Links to my blog, podcast and events: https://t.co/HAX12dVijmJeff Richards @jrichlive
54K Followers 2K Following Venture capitalist @notablecap, 2X founder, 4X dad, praying for @Dartmouth 🏀 return to Final Four *not investment advice *wrong often 🤞Tweets from Zach Wein.. @zachweinberg
59K Followers 349 Following I do healthcare & tech stuff. Founder of https://t.co/uJTXjZVNJt, Flatiron Health (acq @Roche~$2b) & Invite Media (acq @Google~$81m). Invest @ https://t.co/2D00yW2Be4OnlyCFO @OnlyCFO
22K Followers 371 Following Software, finance, and startups 💰| check out my newsletter on the software industry: https://t.co/XmJzDA25p5Mark Suster @msuster
332K Followers 2K Following 2x entrepreneur. Sold both companies (last to @salesforce). Now @UpfrontVC looking to invest in passionate entrepreneurs.Mike Maples, Jr @m2jr
84K Followers 7K Following Unearthing the mysteries of outlier startups. Partner @floodgatefund. Unabashedly grateful to live in the USA.martin_casado @martin_casado
50K Followers 2K Following GP @ a16z ... questionable heuristics in a grossly underdetermined worldDave Kellogg @Kellblog
22K Followers 6K Following EIR at Balderton Capital, principal at Dave Kellogg Consulting, and author of Kellblog. See FAQ for disclaimers. RT != endorsement.Jack Altman @jaltma
76K Followers 414 Following Investing at Alt Capital. Founder and chairman of Lattice.Jamin Ball @jaminball
74K Followers 1K Following Partner at Altimeter partnering with software businesses at the earliest stages of product market fit. Dad to 3 amazing girls. No investment advicelogan bartlett @loganbartlett
60K Followers 785 Following md @redpoint / I have a podcast @loganbartshow / mostly tech with some vols, knicks and hip hop tweeting mixed inNick Mehta @nrmehta
31K Followers 7K Following CEO @gainsighthq #customersuccess; family, football, philosophy, physics, fashion, Tay-Tay, The Boss. "I come back stronger than a 90s trend."Bilal Zuberi @bznotes
43K Followers 2K Following GP at Lux Capital. @appliedint @ironclad_inc @openspaceai @NozomiNetworks @aurorasolarinc @Saildrone @DesktopMetal @commureOS + more. MIT. 🇺🇸🇵🇰Zach Coelius @zachcoelius
27K Followers 3K Following Hopelessly addicted entrepreneur. Currently investing in other great entrepreneurs. My User Manual: https://t.co/Yv6Qp1hyy2 Rolling Fund: https://t.co/xTWKHJJODLparker @pt
25K Followers 2K Following fast cars and slow cookers. mostly hanging out on Threäds now, so don’t expect me to see your stuff here.Kyle Harrison @kwharrison13
17K Followers 826 Following Investor. // Building @contrary, @Contrary_Res // Former Index, Coatue, TCV // Husband, Father, Christian @ch_jesuschristsamir kaji @Samirkaji
33K Followers 889 Following CEO of Allocate (https://t.co/tCOIHOo5Xl) Host of the Venture Unlocked podcast, https://t.co/J3J8C4Ims6. My opinions are mine, and not related to Allocate.Pavan Singh @Pavanksnextrai
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3 Followers 68 FollowingAnthonyCreswell @CreswellGSM
520 Followers 4K FollowingJosé Agustín de la .. @josedlpuente
48 Followers 343 Following Software engineer | Peruvian in LondonJesse Buckingham @jessebucks
289 Followers 345 Following Founder @ Vooma (YCW23). Grew a PE-backed logistics tech company from $2 to $20M+ ARR, now building Vooma for trucking. ex @bain, @stanfordGSB, @alpineinvestorsCrazy Kats NFT 🐾 @Crazy_Kats_
340 Followers 2K Following CrazyKats 🐾 | collection #9999 1/1 Edition || polygon° | Whitepaper _on Discord - https://t.co/C68Qfak1F3Benjamin Couture @BenjaminCout
272 Followers 1K Following Growth @Lighthouse_wrld & @offscriptmtl | Blogger | Surfer | TriathleteTΞ📡Hnical Terrenc.. @techterrence
127 Followers 414 Following Your go-to source for all things #tech #stocks #crypto 💻 Get the latest #news 🔧 Visit https://t.co/ZMSHFZ4eBj now! 𝕏 #ai #bitcoin | by @crypto__dollarMike Mathison @mathisonradio
39 Followers 122 Following Sun Prairie varsity boys basketball announcerAaron b @Aaronventure
13 Followers 32 FollowingMesut @MesutFoz
12K Followers 2K Following AI Developer | Building | Cofounder of @evolvechat AI SolutionsMarcelo Moreira @marceloddm
112 Followers 384 Followinginteration lee @interationlee
342 Followers 5K FollowingFredrik Sundell @sundell_fr72408
0 Followers 4 FollowingAndrew Allen @andrewallen
1K Followers 763 Following CTO for Public Transport @Microsoft; Views expressed are my own, etc!Dave Drach @DrachDave
65 Followers 128 Following I help startups and corporates prosper together. And play a little golf.jssaurabh @jssaurabh1
15 Followers 2K Following Common man. Nation first. My RT's not my endorsement. #Tryharder alwaysDeep Bagchee @DeepBagchee
2K Followers 1K Following Products & Media. CPO @ITV, previously CPO @TheEconomist & SVP Product & Tech @CNBC. Personal account. Tweets about media, tech, product, AI, aviation & bizTisson Mathew @mathewtisson
269 Followers 354 Following CEO @ Skypoint | AI Platform For Regulated Industries - Copilots & Agents | Healthcare | Public Sector | Financial Serviceslododov 3 @lododov8046
3 Followers 104 FollowingRishi @ShankyDda
59 Followers 811 Following He/him. cat parent, favourite food - Bangalore egg puff.squeaky blinders @houndinya
63 Followers 672 Following retweets are inexhaustive set of snapshots of varying degrees of amusementAryan Raj @MoonbeamSage
36 Followers 1K Following Seek to understand before you seek to be understood. Love, Growth, and Freedom.Karthik raghuram @karthik_Ch07
91 Followers 525 Following IIM Bangalore ' 23 || IIT Madras ' 19. I don't have dreams, I have goals.Soorya @dynamight_12
40 Followers 587 FollowingOren Hizkiya @ohizkiya
261 Followers 978 Following Founder and CTO. Following recent developments in AI. Interested in applying AI to make custom application development highly efficient. Opinions are my own.Pavel Krutakov @PKrutakov
413 Followers 3K Following Partnerships @ https://t.co/PYzxUKZAff Louvered Pergolas //+// Construction 3D Printers Sales &Leasing +INK | founder @ShibZoids_NFTVivek Sasidharan @viveks_
273 Followers 2K Following Developer. Carestack (https://t.co/SEeF654vyJ). Co-founded - SYM (acq.). Scouting ideas for the next chapter. Keen to learn new things ;)Tongyao (Meghan) Li @Lee270695408
31 Followers 271 Following Alumni @UChicago | Previous Investment Intern @HuobiVentures | life-long learnerKaran @Karan09766408
68 Followers 1K FollowingJ Kang @killa_kang
29 Followers 2K FollowingDavid Rangel @imdavidrangel
808 Followers 1K Following Partner at Merus Capital; Previously @ Google Research, COO @iterable, Microsoft.Tom Grace @TomGrac47485531
63 Followers 337 FollowingMiao "MJ" Jiang 🅝 @miaojiang
963 Followers 3K Following Head of Product @proximityfi - DeFi on @NearProtocol. ex-@microsoft, @citi, @blackrock Opinions are my own. Not financial advice.Lucas @sasacul123
354 Followers 2K FollowingDave Mullin @DataMCML
202 Followers 2K Following Building data and analytics teams for healthcare, manufacturing, and consulting. #data #analytics #economics #publichealth #digitalhealthDamian McCabe @DamianMcCabe
580 Followers 712 Following 🧰 Builder of products/teams/companies. My happiness comes from people, nature, music, & technology.Matt Turck @mattturck
96K Followers 2K Following VC at @FirstMarkCap. Links to my blog, podcast and events: https://t.co/HAX12dVijmmartin_casado @martin_casado
50K Followers 2K Following GP @ a16z ... questionable heuristics in a grossly underdetermined worldJamin Ball @jaminball
74K Followers 1K Following Partner at Altimeter partnering with software businesses at the earliest stages of product market fit. Dad to 3 amazing girls. No investment advicelogan bartlett @loganbartlett
60K Followers 785 Following md @redpoint / I have a podcast @loganbartshow / mostly tech with some vols, knicks and hip hop tweeting mixed inNick Mehta @nrmehta
31K Followers 7K Following CEO @gainsighthq #customersuccess; family, football, philosophy, physics, fashion, Tay-Tay, The Boss. "I come back stronger than a 90s trend."Christoph Janz 🇺�.. @chrija
42K Followers 20K Following SaaS VC @pointninecap. Seed investor @algolia, @contentful, @factorialhr, @incident_io, @loom, @nexhealthhq, @poolside, @typeform, @whereby, @zendeskLeo Polovets @lpolovets
67K Followers 950 Following GP @SusaVentures ($1m+ seed checks in SaaS, fintech, etc) & @humbavc ($500k checks in deep tech + critical sectors)🦍 Prev: Caltech; 2nd eng @ LinkedIn; GoogleEd Sim @edsim
17K Followers 3K Following @boldstartvc partnering from Inception with bold founders reinventing the enterprise stack, weekly newsletter: What's 🔥 IT/VC 👇🏼Josh Kopelman @joshk
149K Followers 5K Following Father. Husband. VC. INTJ. Dad Joke Lover. Partner @FirstRound.Sarah Tavel @sarahtavel
47K Followers 1K Following GP at @Benchmark. Student of escaping competition. Formerly product @pinterest. Ball and chain for @cklemke and 🧒🏻👶🏻.Aaron Harris @harris
24K Followers 71 Following Building Magid & Co. Was a partner at YC. Wrote the Series A Guide. Takes photos. Weekly market data: https://t.co/BAtdXCnmeGFirst Round @firstround
218K Followers 2K Following First round, first hires, first product, first customers — we’ve helped @NotionHQ, @Roblox, @Uber, @Square, and 500 others tackle these firsts and more.Terrence Rohan @tmrohan
12K Followers 883 Following Seed Investor. Supporting 🦸♀️🦸 Figma, Front, Hugging Face, Notion, Patreon, Robinhood, Vanta, etc Building 🏴☠️💸 Otherwise (https://t.co/lf30qQWUvZ)Omni @omni
4K Followers 73 Following Omni is the only BI platform that combines the consistency of a shared data model with the freedom of SQL.Ed Felten @EdFelten
27K Followers 584 Following Co-founder @OffchainLabs. Member @PCLOB_GOV. Professor of Comp Sci & Public Affairs Emeritus @Princeton. Prev: Deputy US CTO at White House. Personal account.» teej @teej_m
9K Followers 2K Following » Working on Titan » https://t.co/aZwqUSdNXn » my friends call me teejToby Mao @Captaintobs
2K Followers 363 Following Cofounder and CTO of Tobiko Data. Building SQLMesh and SQLGlot.Timothy Chen @tnachen
4K Followers 4K Following Founder of @EssenceVenture, Co-host of @ossstartup, @yaigdev. Ex-CEO of @hyperpilotio. SVP of Engineering @cosmos.Josh Wolfe @wolfejosh
150K Followers 7K Following Co-Founder @Lux_Capital | Trustee @SfiScience Santa Fe Inst | Chair @CiPrep Coney Island Prep (Brooklyn) | Co-Founder of Carson, Quinn & Bodhi w/ @ltwolfeBrad Gerstner @altcap
127K Followers 870 Following Founder - Altimeter Capital. Luck befalls the curious mind. Counting life in days and acts of kindness. Views here personal.Vinod Khosla @vkhosla
632K Followers 575 Following entrepreneurship zealot, grounded technology possibilist, believer in the power of ideas, passionate about sustainability & impactSteven Goldfeder @sgoldfed
27K Followers 679 Following Co-founder @OffchainLabs contributing to @arbitrum. Postdoc @cornell_tech/@initc3org. PhD @PrincetonCS.Jim Fan @DrJimFan
229K Followers 3K Following @NVIDIA Sr. Research Manager & Lead of Embodied AI (GEAR Lab). Creating foundation models for Humanoid Robots & Gaming. @Stanford Ph.D. @OpenAI's first intern.Ibrahim Ahmed @atbeme
2K Followers 992 Following Building with purpose at @fdotinc — currently incubating @ultramail_Sebastian Raschka @rasbt
266K Followers 906 Following Machine learning & AI researcher writing at https://t.co/A0tXWzG1p5. LLM research engineer @LightningAI. Previously stats professor at UW-Madison.Aman Sanger @amanrsanger
15K Followers 655 Following building @cursor_ai at @anysphere https://t.co/EdcQJ2dv0J | https://t.co/vJ5zNuT6WOPaco @pacocoursey
28K Followers 272 FollowingBounti @BountiHQ
4 Followers 0 FollowingPorter Stansberry @porterstansb
12K Followers 423 Following Finance Hack. Chairman of Porter & Co. Founder of MarketWise (NASDAQ: MKTW), a leading publisher of independent financial research.PolymathicAI @PolymathicAI
2K Followers 77 Following The Polymathic AI Collaboration. Shared account.Venkatesh Rao ☀️ @vgr
66K Followers 291 Following Showroom account. Writing @ribbonfarm. Running https://t.co/NRkXVMI8Bn ☀️ Also at https://t.co/2rmN6nMOddHenry Scott-Green @HenrySG
470 Followers 376 Following Co-Founder @GetContextAI - Evals for LLM Products / ex-APM @Google / CS @UCLJohn Nay @johnjnay
14K Followers 113 Following CEO @NormativeAI // Chairman @BklnInvest // Fellow @CodeXStanford // More at https://t.co/IpzZqFi04MNous Research @NousResearch
18K Followers 29 Following The AI Accelerator Company. https://t.co/vrD0aDJetoHistoric Vids @historyinmemes
5.2M Followers 210 Following Daily history lessons. Education through memes!Yann LeCun @ylecun
710K Followers 718 Following Professor at NYU. Chief AI Scientist at Meta. Researcher in AI, Machine Learning, Robotics, etc. ACM Turing Award Laureate.Sharon Zhou @realSharonZhou
23K Followers 1 Following Building the future of LLMs | Cofounder & CEO, @LaminiAI | Prev: CS Faculty & PhD @Stanford. Product @Google. @Harvard | @MIT 35 under 35. Angel investor.Andrej Karpathy @karpathy
978K Followers 904 Following 🧑🍳. Previously Director of AI @ Tesla, founding team @ OpenAI, CS231n/PhD @ Stanford. I like to train large deep neural nets 🧠🤖💥Ethan Mollick @emollick
210K Followers 551 Following Professor @Wharton studying AI, innovation & startups. Democratizing education using tech Book: https://t.co/CSmipbJ2jV Substack: https://t.co/UIBhxu4bgqJordan Tigani @jrdntgn
4K Followers 1K Following Co-founder / Chief Duck-herder at MotherDuck Formerly: Various roles building cloud analytics software he / himOmni @ExploreOmni
519 Followers 70 Following Omni is the only BI platform that combines the consistency of a shared data model with the freedom of SQL.Harrison Chase @hwchase17
53K Followers 410 Following @LangChainAI, previously @robusthq @kensho MLOps ∪ Generative AI ∪ sports analyticsJoe Speiser ⚡️ @jspeiser
104K Followers 318 Following Built & scaled 3 startups to $70m+/yr in ad-tech, ecomm & digital media. Now run @HamptonFoundersNeville Medhora @nevmed
40K Followers 192 Following Copywriting at https://t.co/We7lb3P6Ue, collecting marketing at https://t.co/5yeDldWjAP, occasional investor (hmu if I’d be a fit), and meeting cool new people!0xChris @chrislepensky
2K Followers 1K Following I talk about crypto, cars, and health/fitness once in a while Former Data Science Lead: @0xProject/@matchaxyz, @variantfund, @utopialabs_Gergely Orosz @GergelyOrosz
249K Followers 2K Following Writing @Pragmatic_Eng, the #1 technology newsletter on Substack. Author of @EngGuidebook. Formerly Uber & Skype.MotherDuck @motherduck
5K Followers 121 Following Making analytics fun, frictionless and ducking awesome with a serverless easy-to-use data analytics platform based on @DuckDB in collab with @duckdblabs.bleedingedge.ai @bleedingedgeai
10K Followers 6 FollowingIlan Man @ilanman
87 Followers 66 Following husband / father / data @BrooklynData. all about the ins and outs.Dan Rose @DanRose999
112K Followers 507 Following chairman coatue ventures / 20 years at facebook and amazonArthur Hayes @CryptoHayes
504K Followers 16 Following Arthur Hayes, Co-Founder of BitMEX & CIO @MaelstromfundAravindh Dorai @aravindhdorai
153 Followers 210 Following Building. Formerly PM @Microsoft, @Zocdoc, @TpTdotcomWilliam S. Fu @realWilliamFu
306 Followers 676 Following Landing page: https://t.co/CNsZab6xDi Substack: https://t.co/DhmnlKmvTP PM @Hive_AI PM @setprotocol Eng @Pinterest @rubrikincMax Bronstein @max_bronstein
15K Followers 941 Following Navigating the crypto idea maze, investing | previously @SynapseProtocol @Coinbase @cbventures@ttunguz After a certain point, it’ll be impossible to economically train an AI model, or even run large scale inference without touching Microsoft stack. Amazing company, and great leadership!
Arbitrum 👀
Fascinating look at Stablecoin vs. traditional payment rail activity from @Visa, powered by @AlliumLabs
1/ After seeing this line chart created by @nic__carter showing stablecoin volume compared to established payment networks, we decided to partner with @AlliumLabs to create the Visa Onchain Analytics Dashboard as a public resource to take a closer look at stablecoin activity.
🔥 Exciting News! Dropzone AI has just closed a $16.85 million Series A funding round led by @Theoryvc, including support from @DecibelVC, @psl, In-Q-Tel (IQT), and a group of prominent security experts. This new funding allows us to push the boundaries of AI-driven…
📣 Exciting news! Dropzone AI has been selected as one of the Top 10 finalists for the prestigious #RSAC Innovation Sandbox contest! We are honored to be recognized among the most promising companies in cybersecurity, showcasing our Autonomous AI Analyst at this renowned…
This just in 📣: Congrats to the Top 10 Finalists for the RSAC Innovation Sandbox contest! These Finalists will demonstrate their cutting-edge technologies to a panel of judges and live audience at #RSAC 2024. Learn more: spr.ly/6014ZvOcq
TUMuchData event with @peterabcz of @motherduck is about to start!
Love this quote from @lloydtabb on one of his biggest lessons as a repeat founder. So many good nuggets of wisdom in @firstround Review’s new guide on advice for second-time founders starting over again. review.firstround.com/take-two-eight…
Can't believe it has been 6 years since the idea of Move was germinated. Happy Move-inception day!
2⃣ days until our live chat & demo on the dbt <> BI workflow ⌛️ Join live to ask questions 🎟️ bit.ly/443Q9yE
The dbt <> BI workflow is broken. Switch to #dbt → build/test/document your model → check it into version control → build → deploy. Doing this for every data set doesn’t scale. There's a better way. Join our LinkedIn Live w/ @cmerrick to learn more: bit.ly/443Q9yE
@ttunguz I've always felt that, especially how SaaS revenue is normally recognized, and how GAAP includes stock-based compensation.
So very excited for the promotion of @JenniferHli to GP. She's a primary reason @a16z enterprise investing is what it is, being a key player behind so many deals, our team and our investment philosophy and process. She really is "the best of us". a16z.com/jennifer-li/
"At Google BigQuery, I saw a lot of big datasets and big use cases, but I also noticed that vast amounts of people didn't actually have giant amounts of data...so we had designed these systems around giant amounts of data that people didn't really need." -- @jrdntgn Catch the…
Just in time for happy hour! Join Beto, Evan, and MotherDuck CEO @jrdntgn in the latest Designated Driver episode. Over a beer (or kombucha!) we learn about what makes @motherduck and @duckdb such a great pairing with @apachesuperset and Preset. hubs.li/Q02tpSHX0
Hot Off the Press 📰 Check out the latest article from our Medium Publication - Data, Analytics & AI with Dremio. Read all about why Apache Iceberg is a game-changer for data lakehouse management here: medium.com/data-engineeri…
@ttunguz indeed. we were building on magento when shopify was launched. it felt like a toy compared to the complexity of magento then … and yet that was the key to why it succeeded and why it expanded the market .. because less than 1% sellers could imagine using magento. was great…
@velicko_aleksej @SuiNetwork @Mysten_Labs 🤣🤣🤣 I'm banned from the store
@ttunguz that's why I prefer to talk about the business opportunity and not about market itself
@ttunguz Doubt this is Gurley's post on market size that you're referencing, but I return to his blog post on Uber's TAM quite frequently. abovethecrowd.com/2014/07/11/how…