Oxide announces a $100M Series B funding round to advance its vision of co-designed hardware and software for on-premises cloud computing.
Analyzes why building Large Language Models (LLMs) may be a poor business, comparing the AI industry's structure to historically unprofitable sectors like airlines.
Analysis of Pluralsight's financial struggles after its leveraged buyout by Vista Equity Partners, critiquing private equity's impact on tech companies.
Interview with Diana Hsieh on her career from MIT to product management, founding Correlated, and the rise of Product-Led Revenue for startups.
A Datacast interview with VC Jason Risch on investing in enterprise data, AI, infrastructure, and developer tools, plus funding trends and the future cloud data platform.
Interview with Bessemer VP Sakib Dadi on trends in developer platforms, data infrastructure, and software investment theses.
A Datacast interview with VC Casber Wang discussing open-source cloud strategies, modular AI/data infrastructure, and tech investing trends.
Analyzes the debate on the best location to start a tech startup, arguing the Bay Area's advantages are concentrated and not accessible to most founders.
Analyzes the true value of startup stock options versus cash compensation, questioning if the risk-reward for employees is justified.
