Released June 7th, 2022
Martin Casado - The Past, Present, and Future of Digital Infrastructure
Martin Casado is a general partner at Andreessen Horowitz. We cover the state of the digital infrastructure industry today, what modern data stacks and developer-facing companies look like, and what he’s most excited about that digital infrastructure might unlock in the future.
Professional Investors
Venture Capital
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Frank Slootman - Narrow the Focus, Increase the Quality
Frank Slootman is the chairman and CEO of Snowflake. We cover the ways he evaluates teams, why he hates incrementalism, and the importance of narrowing your focus.
Chetan Puttagunta - Go Slow to Go Fast: Software Building and Investing
Chetan Puttagunta is a general partner at Benchmark Capital. We cover how to implement empathy-led software product development, build an effective recruiting pipeline, and operate a remote-friendly culture.
Tobi Lutke - Embrace the Unexpected
Tobi Lütke is the co-founder and CEO of Shopify. We cover Shopify’s evolution into the world of atoms-based building through Shopify’s fulfillment network, the value of infrastructure writ large, and the impact of market volatility on day-to-day business building.
Ro Nagpal - MongoDB: The Database Platform
Ro Nagpal is an investor at Holocene Advisors. We cover Mongo’s creative approach to R&D, learn how database product advantages compound, and look at what protects MongoDB from larger players like Microsoft and Amazon.
Cloud Wars and Company Wars: Play Nice But Win
Michael Dell shares his experiences and stories with Dell's shifts from private to public through cloud company mergers.
Emerging Architectures for Modern Data Infrastructure
This a16z post is an updated look at the current set of data infrastructure architectures with data blueprint perspectives from operators.
The Cost of Cloud, a Trillion Dollar Paradox
Martin's post outlining the lost market cap of companies that are users of public clouds as opposed to developing their own infrastructure.
Computing and data infrastructure in '22
An investor's perspective on some of the biggest themes in digital infrastructure and the most innovative and exciting players in the space.
The Modern Data Stack: Past, Present, and Future
A comprehensive look at the history of what is defined as the modern data stack, including its evolution, emergent companies, and trends.
Rise of the Data Cloud
This book by Frank Slootman will give you an understanding of how to create a business with data as its most robust foundation.