Quick S-1 Teardown: Snowflake
The Snowflake IPO is shaping up to be particularly exciting. Their S-1 shows very impressive metrics across the board, including explosive revenue growth at scale (growing 174% annually to $264.7...
View ArticleQuick S-1 Teardown: Palantir
The Palantir S-1 is a long and meaty read, and a pretty fascinating one considering the company was highly secretive, and often controversial, for so many years. It is also written in a very...
View ArticleResilience and Vibrancy: The 2020 Data & AI Landscape
In a year like no other in recent memory, the data ecosystem is showing not just remarkable resilience but exciting vibrancy. When COVID hit the world a few months ago, an extended period of gloom...
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