Venture

What about Human Training?

Booking.com I was chatting with a friend of mine about the advent of robotic surgery and he was lamenting the challenges associated with training younger doctors. Before robotic surgery, medical surgeons stood shoulder to shoulder alongside seasoned surgeons operating. Today,

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Databricks’ Accelerating Growth

Booking.com Databricks revealed some sensational growth this week, as they did last year. Exiting this quarter to $2.4 billion annual run rate, the company’s revenue growth is accelerated year-over-year by 10 percentage points. Quarter Q2 2023 Q2 2024 Quarterly Revenue,

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Apple’s AI Challenger Sale

Booking.com What stood out to me in yesterday’s Apple announcement wasn’t the headline, but the subtitle. “Setting a new standard in privacy.” For privacy to become one of the leading selling points of software, competitive dynamics & user preferences have

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Is the Software Market in Trouble?

Booking.com Last week, public software markets suffered significant compression. MongoDB fell 24%; UIPath fell 36% ; Salesforce fell 15% ; Workday was down 11%. Weaker revenue projections tend to cause sell-offs. These large drops aren’t unprecedented. In 2016, valuations fell

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The AI Trust Fall

Booking.com If I asked you, “When someone turns in a work assignment, how accurate is it? 80%, 90%, 95% or perhaps 100%?” We don’t think this way about coworkers’ spreadsheets. But we will probably think this way about AI &

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