Data Analysis

Profit Dollars per GPU Dollar

Analyze how AI is supercharging cloud revenue growth, with AWS & Azure seeing 58% acceleration and 40%+ margins. Key metrics for tech leaders & investors.

Profit Dollars per GPU Dollar

Trends in the Post-Modern Data Stack

Explore key trends reshaping modern data infrastructure: AI-driven team structures, 100MB typical workloads, and cost optimization insights from 4 data startup CEOs.

Trends in the Post-Modern Data Stack

Productivity One Year from Now

Explore how AI will reshape startup productivity metrics, from $400k ARR per employee today to potential $1M, and its impact on SaaS company valuations.

Productivity One Year from Now

Will We See a Better Exit Market Next Year?

Explore how Fed rate cuts impact startup exits: New data shows 10-65% increase in venture-backed M&A activity when rates drop. Key insights for founders & VCs.

Will We See a Better Exit Market Next Year?

AI Public & Private Premia for AI Companies

AI companies trade at 2x forward multiples of non-AI peers in public markets. GenAI startups raise at 1.5-2x higher valuations than traditional software companies.

AI Public & Private Premia for AI Companies

Is the Software Market in Trouble?

Analyzing the SaaS market decline: Public software growth rates have halved, yet total revenue grew 4.8x to $592B. Key metrics for founders & investors.

Is the Software Market in Trouble?

The Capex Conquest in the Cloud

Cloud giants AWS, Azure & Google Cloud invest $40B in Q1 CapEx for AI infrastructure. Analysis of massive cloud spending trends and revenue growth implications.

The Capex Conquest in the Cloud

This Message Will Self-Destruct in 33 Seconds

Explore how attention spans and content consumption are evolving: American focus drops 5% yearly, while blog engagement data reveals key trends for digital content strategy.

This Message Will Self-Destruct in 33 Seconds