LA's Wildfire Disaster, Zuck Flips on Free Speech, Why Trump Wants Greenland
Jan. 11, 2025, 2:08 a.m.
ASML's Strategy to Extend Moore's Law
Jan. 7, 2025, 9:50 a.m.
OpenAI says it knows how to make superintelligence now
Jan. 7, 2025, 1:32 a.m.
Comparing the Financials of Databricks and Snowflake
Dec. 30, 2024, 11:35 p.m.
The Future of TV or Just Another Netflix Hit?
Dec. 19, 2024, 12:10 a.m.
Seed Valuations Aren’t Valuations
Oct. 2, 2024, 5:51 p.m.
AI Benchmarking Is Broken
May 28, 2024, 1:29 p.m.
The Venture Activity Index – Q4 2023
March 7, 2024, 6:18 p.m.
The Series A Bust
Jan. 3, 2024, 3:58 p.m.
How Redpanda is Taking Data Streaming Mainstream
Aug. 10, 2023, 2:25 a.m.
The Venture Activity Index
July 25, 2023, 9:09 a.m.
The Shadow Price of Venture Capital
June 14, 2023, 5:45 p.m.
Don't Discount Interest Rates
May 10, 2023, 4:59 p.m.
We Don't Have Nearly Enough Startups
Jan. 11, 2023, 7:38 p.m.
Old Valuations Die Hard
Dec. 13, 2022, 5:47 p.m.
It's Valuations (Almost) All the Way Down
Nov. 1, 2022, 3:48 p.m.
Beats and Misses Are Forever
Sept. 14, 2022, 9:29 a.m.
Layoffs Don't Tell the Whole Story
Aug. 31, 2022, 11 a.m.
COVID Hurt Most Software Companies
Aug. 2, 2022, 3:25 p.m.
The Dark Matter of Software Valuations
July 19, 2022, 9:56 a.m.
Series A Rounds Are a Math Test
June 27, 2022, 5:01 p.m.
Funding Simply Shifts the Bottleneck
April 22, 2022, 12:56 p.m.
Breaking Apart the Rule of 40
March 3, 2022, 9:49 a.m.
Schrodinger's Balance Sheet: When Equity Becomes a Liability
Feb. 7, 2022, 2:55 p.m.
Introducing a New and Improved SaaS Metric: Weighted ACV
Jan. 11, 2022, 6:23 p.m.
Companies Rarely Grow Into Their Valuations
Nov. 9, 2021, 4:28 p.m.
WebAssembly-ing the Pieces: Vectorized’s Data Policy Engine
Oct. 9, 2021, 1 p.m.
You Can't Eat Relative Growth
Sept. 23, 2021, 9:07 a.m.
Do Wealthy Investors Have an Edge?
Aug. 18, 2021, 7:47 a.m.
PhDs Aren't Starting Companies Like They Used To
July 8, 2021, 7:01 a.m.