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A private investor's framework for navigating technology and markets — augmented by AI, guided by judgment
07
Apr

UiPath Fireside Chat: When Pivoting the Entire Company Means Competing in Someone Elses Category

3 min read
05
Apr

SailPoint: 11% of the Identities Under Governance Aren't Human

3 min read
04
Apr

Unity: The (Perceived) AI Loser That's Quietly Inflecting

5 min read
31
Mar

Everyone's Watching Iran. Few Are Watching Beyond.

6 min read
30
Mar

Braze: 18 Quarters of Data vs. One AI Narrative

11 min read