Three strategic acquisitions in nine months signal the fusion of the modern data stack with AI. Snowflake, ClickHouse, & Datadog are racing to own AI observability.
Analyzing hundreds of tech & VC podcasts through MotherDuck's serverless data warehouse reveals mid-week publishing dominates & content depth has converged.
Enterprises need a new system of record for AI agents. Context databases come in two varieties : operational & analytical. The key isn't the databases themselves, it's the feedback loops within them.
A blog post about AI promotions triggered the highest unsubscription rate in this blog's history - a four-sigma statistical event expected once in 15,787 posts.
How I moved from local DuckDB to cloud with two letters, scaled from 50 to 2,000+ podcasts, & discovered infrastructure that grows without drama.
Fivetran & dbt Labs merge in all-stock deal. The economics reveal why bundling won over best-of-breed in the modern data stack.
Comprehensive guide to building data-driven organizations. Data infrastructure, analytics strategy, team structure, & creating competitive moats through data.
Nvidia's $110B vendor financing strategy mirrors Lucent's telecom bubble playbook. Analyzing customer concentration, GPU-backed debt, depreciation schedules & cash flow patterns to assess AI bubble risks.
AI demands unified infrastructure. Learn how Netflix & Stripe rebuilt their stacks with vector databases, context layers & real-time observability to fuse data & AI systems.
Analyzing Slack vs Atlassian reveals two paths to $27b valuations: hypergrowth in 7 years or steady compounding over 17 years. Explore how growth rates, time to market, & the CAP theorem of business create value through different strategies.
