Sharing learnings about great businesses.

Finance and operational insights for CFOs and other leaders at technology companies.

A chart-heavy cloud + SaaS newsletter

We deliver clear, concise, and in-depth analysis of the rapidly evolving cybersecurity landscape—built for cyber leaders, operators, and investors.

Security engineer. Recovering VC and academic sharing random thoughts on security.

Structured thoughts on AI, startups, and investing from a growth stage VC | @kevbtu @dfjgrowth

Featured on FT Alphaville. Essays on markets, technology and economics.

Thoughts on software, AI, venture capital, and company building, with occasional sneak peeks at P9’s kitchen table.

Weekly data driven analysis of AI and software companies

I'm a Partner at a VC fund called Haystack. These are my thoughts on startup building, the venture capital industry, and areas of opportunity.

Musings on the economics of technology, entrepreneurship, and venture capital

A newsletter by Chad Sanderson - Discussing data product development, semantic layers, data APIs, and modern data modeling.

In-depth analysis of quality and disruptive tech stocks. Examples of multi-year investments include Nvidia, ASML, Amazon, Google and Shopify. We'll be researching similar names here, as well as the key topics in the tech sector.

Musings about tech and business