This newsletter distills trends into strategic insights for engineers, PMs, and founders building in developer tools and Data + AI space.
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Read 3 days ago and current, but nothing has been published for 2 years.
Snowflake last week, relatively quietly, announced a new embedding model "family" arctic-embed. Rather than a technical review, this post will discuss the implications of the move, strategically, and provide some color around what I believe Snowflake is trying to do.
Why you're probably missing this key aspect of the DBRX Model
Why DBRX signals a serious, serious challenge for Snowflake and the brilliance of Open Source as marketing.
When should an open source or developer tools company hire their first product manager?
The enterprise role of the 2020s will be the Citizen AI Engineer.
Why conviction and being willing to be misunderstood is so critical in early stage startups and what Jen-Hsun Huang of Nvidia has to teach us about that conviction.
Some thoughts and reflections on user prioritization in early stage product-market fit finding open source based businesses.
An open source project and open source based company is nothing without a strong community. This post explores structural models and failure modes that can come up in building your community.
In the past couple of weeks, Nvidia announced a suite of tools developed as cloud first and open source. This post explores why and how Nvidia might be approaching cloud & OSS in the coming years.
This post will explore how Databricks and Snowflake are positioning against one another with a particular focus on using open source as a strategic tool.
How to think about the business developing over time, the phases you will experience, and what to expect in each phase.
What next.js, Spark, and dbt teach us about picking great markets for open source based businesses and when open source is a bad choice.
This post reviews prior art on picking a market, doing market research, developing users (and an opinion) and starting a movement around your OSS Based Business.
Why CrossFit is a perfect analogy for open source software businesses. From picking a market to building an open source solution, community, and a successful business.
This series of posts will discuss all facets of what it takes to build an open source business. Part 1 focuses on a broad overview of OSS with a little history.
