Showing 54 results

Thoma Bravo Is Right. The Market Is Wrong About Software.

Thoma Bravo Is Right. The Market Is Wrong About Software.

A single AI product launch erased $285 billion from software market caps. The IGV ETF is down 30…

Josh Miramant·
The 90-Day Data Stack Reset for New Portfolio Companies

The 90-Day Data Stack Reset for New Portfolio Companies

I have now done this three times. Each time, the specifics were different but the pattern was th…

Zoe Sterling·
Unity Catalog in production: what they do not tell you in the docs

Unity Catalog in production: what they do not tell you in the docs

The Databricks docs show you how to enable Unity Catalog. They do not show you what breaks when…

Rizwan Yousuf·
What Private Equity Gets Wrong About Data Due Diligence

What Private Equity Gets Wrong About Data Due Diligence

Most PE firms rigorously assess financials and markets but barely scratch the surface on data. T…

Josh Miramant·
Databricks vs. Snowflake: How to Choose the Right Platform in 2026

Databricks vs. Snowflake: How to Choose the Right Platform in 2026

Choosing between Databricks and Snowflake is one of the most consequential decisions a data team…

Josh Miramant·
What Is a Data Lakehouse? Architecture, Benefits & Use Cases

What Is a Data Lakehouse? Architecture, Benefits & Use Cases

Your data warehouse is expensive. Your data lake is a mess. The data lakehouse was built to fix…

Josh Miramant·
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