The Great Infrastructure Bottleneck: Why GenAI’s Next Phase is About Atoms, Not BitsOr why genAI’s success now depends less on algorithm breakthroughs and more on solving fundamental infrastructure challenges. Companies and…2d ago2d ago
A look at OpenAI’s economicsOr why OpenAI must pivot from being a consumer app to an enterprise leader — before competitors and market dynamics erode this opportunity.2d ago2d ago
Why insurtech Alan’s crazy valuation is not crazyInsurtech startups have been among the hardest hit during the funding downturn over the past two years. So I understand the surprise when…Oct 1Oct 1
GenAI Foundation Models: The LLM Race Has Only Just BegunThe generative AI boom continues and shows no signs of slowing down. According to IDC, enterprise spending on generative AI will surge from…Oct 1Oct 1
The Exit ConundrumAs summer winds down, the positive macroeconomic picture has renewed optimism that exits and deal-making will improve in the coming months…Aug 271Aug 271
Why GenAI Is Not Disruption — It’s DiscontinuityGenerative AI is following the classic hype cycle. After almost two years of unrealistic expectations and euphoria, there is a rising tide…Aug 26Aug 26
The PE buyout opportunity amid tech’s reckoningThe tech industry continues to go through a difficult reset following the investing frenzy that drove unsustainable valuations. As I noted…Jun 4Jun 4
A look at Mistral.ai’s economicsMistral.ai (the “Company” or “Mistral”) has made a global impact since it was founded one year ago. Just recently, Sequoia cited it as one…Apr 292Apr 292
Rubrik S-1 TeardownFounded in 2013, Rubrik Inc. (the “Company” or “Rubrik”) has developed a data management and security SaaS platform for enterprises and has…Apr 29Apr 29
New Private Equity Playbook: Quality Rather Than BargainsPrivate Equity is entering a new era. Strategies for both growth investing and buyouts are undergoing a dramatic evolution that will…Mar 20Mar 20
