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.
AI companies like OpenAI & Anthropic are growing at unprecedented rates, far exceeding traditional T3D2 frameworks. Explore how AI transformation, larger contracts, & defensive incumbents are reshaping growth expectations & IPO requirements.
Databricks forecast $4B revenue for FY2026 while Snowflake achieves $4.116B LTM. Nearly identical big customer counts (650 vs 654) but divergent growth trajectories & valuations in the AI-driven data platform race.
Explore how Netflix's new Media ML Data Engineer role signals the fusion of software and data engineering, as unstructured data becomes central to AI innovation.
