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Thoughts on building durable technology companies

We share what we're learning about technology investing, infrastructure software, operations, and the craft of building businesses designed to last.

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November 28, 202512 min read

The Modern Data Stack is Consolidating. Here's What Comes Next.

After years of proliferation, the data ecosystem is consolidating. We examine which categories will survive and where the next wave of innovation will emerge.

DataInfrastructureMarket Analysis

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Topics

Data Developer Tools Engineering Growth Infrastructure Long-term Thinking M&A Market Analysis Operations Philosophy Platform Portfolio Support Security Strategy

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