*great* opp

Cloud & App Security Deep-Dive Report!

I break all the key players like $PANW $CRWD and the entire sector

Check it out!
softwareanalyst.substack.com/p/a-deep-dive-…

New experience for data nerds:

Outerbase - BYODB* Platform
(*bring your own database)

outerbase.com

modern data platform augmented with an AI data analyst, plugins, and commands to visualise, query, and edit your data.

this is pretty cool guerrilla marketing.

chipotle might be one of the most underrated turn-around companies around. It's also now like 10x far more tastier than I remember

picked up 'The Anxious Generation' by Jonathan Haidt. Arguably one of the most important books of our generation. Highly recommend!

Zain Rizavi
twitter.com/MrRazzi17/stat…

proud to be one of the 'select' few to support this new innovative VC structure- FOFOFOF.

Such a crazy chart, historically, had a pretty good chance (63%) to raise Fund II as first time manager, now it's hovering around 13.1% and 12.4%, respectively

Put some thoughts together about the 'Lindy Effect' and its application towards start-up survival (persistence). Feel free to give it a read.

open.substack.com/pub/indiscrete…

Nothing beats opening a blank excel to use three cells (among thousands) to calculate basic things. At this point, I'm on 'book300'

wild how productive you can be if you close out your email for the day

Feels like the serendipity of San Francisco is coming back. Events every night, optimism in most corners in the city, still an attractive hub for ppl who “don’t fit in,” and a level of unbound ambition. Hard not to bet against this place.

Security remediation is gaining momentum, yet it is hard to know who is truly winning. Imagine leveraging LLMs for remediation, which seems par for the course and practically a good use of leveraging AI vertically.

Hard not to be optimistic about the future of technology. The top 6 largest companies (by market cap) are technology companies. Imagine what the next 20 years will look like! 💪🚀

This time with details.

Excited to get into it with Tom Preston-Werner about his journey bootstrapping Github to a $1B valuation, the future of building software and so much more.

Space is pretty limited so RSVP ASAP:
indie.vc/rsvp

I mean, who hasn’t received a photo / text like this from their parents?

#RIP a generation of start-ups building AI Firewalls. I suspect the budget is shared from WAF spend, tightly coupled seems like #NET and others selling entrenched WAFs are favored.

Here we go! #DuneMovie

Whoa, this is like the combination of peanut butter and jelly, #PGlite -- Postgres in #wasm . H/T to Neon - Serverless Postgres and ElectricSQL for the development!

Viva Postgres!

github.com/electric-sql/p…