OCTOBER 31, 2025
Small Data Becomes Big Data
How I moved from local DuckDB to cloud with two letters, scaled from 50 to 2,000+ podcasts, & discovered infrastructure that grows without drama.
Data
OCTOBER 14, 2025
The Data Pendulum Swings to Consolidation
Fivetran & dbt Labs merge in all-stock deal. The economics reveal why bundling won over best-of-breed in the modern data stack.
OCTOBER 9, 2025
A Founder's Guide to Data Strategy & Analytics
Comprehensive guide to building data-driven organizations. Data infrastructure, analytics strategy, team structure, & creating competitive moats through data.
OCTOBER 3, 2025
Circular Financing: Does Nvidia's $110B Bet Echo the Telecom Bubble?
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.
OCTOBER 2, 2025
Data & AI Infrastructure Are Fusing
AI demands unified infrastructure. Learn how Netflix & Stripe rebuilt their stacks with vector databases, context layers & real-time observability to fuse data & AI systems.
SEPTEMBER 25, 2025
The Math of Hypergrowth: Two Paths to the Same Goal
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.
SEPTEMBER 23, 2025
Is T3D2 Dead? Has AI Killed It?
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.
SEPTEMBER 8, 2025
Two Data Giants, One Revenue Milestone
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.
AUGUST 26, 2025
Netflix's New AI Role
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.
AUGUST 13, 2025
Why AI Can't Crack Your Database
Explore why AI excels at complex math but struggles with SQL queries, with benchmark data showing a 60% accuracy ceiling in database operations across leading models.
