Weekly data driven analysis of AI and software companies
Venture Capitalist investing in enterprise software businesses
The number of free subscribers for Clouded Judgement over time since it was added to the directory.
Data-driven deep dives on travel, delivery, marketplaces, and enterprise software from unit economics to dilution. Plus how agentic AI reshapes distribution, loyalty, and advertising moats.
Quantitative analysis of AI infrastructureโfor the founders and operators building it and the investors funding it.
enterprise news and commentary, recent fundings and exits, and resources to help you conquer all things enterprise software.
PLG + Agents. The best founders, startups, strategies, metrics and community.